A transaction must start on the desktop and is approved and signed via the Zengo Business Mobile App with the following steps:
A Controller (or an Approver) initiates the transaction via the desktop interface and can optionally include a transaction note.
One or two Approvers and/or the Admin are notified to review and approve the transaction (depending on the rules set by the Admin).
If your organization requires only one Approver:
The Approver or Admin approves the transaction on the desktop.
This action triggers a mobile push notification. Go to the Zengo Business Mobile App to sign the transaction.
If your organization requires multiple Approvers:
Any Approver or Admin can approve the transaction on the desktop.
The final Approver must sign in to the Zengo Business Mobile App.
All transactions appear in the pending transactions tab and generate email notifications.
Important:
To sign transactions, push notifications must be enabled and “Do Not Disturb” mode must be off. Chrome extensions like ad blockers or VPNs may interfere with Zengo Business and should be disabled