If you no longer need a payment approval workflow, you can remove it from your account at any time. Deleting a workflow means future payments matching those criteria will no longer require approval. This guide walks you through how to delete an existing payment approval workflow in your account.
To learn how to create a payment approval workflow, please see the following guide.
After deleting a payment approval workflow, any existing payments awaiting approval will proceed without approval unless another active workflow still applies to them.
Deleted workflows cannot be restored — if you change your mind, you will need to recreate the workflow from scratch. Consider editing the workflow instead if you only need to make adjustments.
1- Sign in to your account.
2- Select Settings from the top of the screen.
3- Under the Company section, select Approval workflows.
Alternatively, you can open the Approvals tab and select Manage workflows.
4- Under the Approval workflows section, you will find the existing bill approval workflows and the existing payment approval workflows. Scroll down to find the payment approval workflow you want to delete and select the three dots icon.
5- Select Delete workflow from the dropdown list.
6- In the confirmation pop-up, select Delete workflow to finish.
That's it! You successfully deleted the payment approval workflow. This workflow will no longer apply to new matching payments.