approval<\/strong> <\/a>Made a typo in an account number? Wrong amount on one row? You can modify or delete any individual transaction at this stage \u2014 nothing is final until you confirm.<\/p>\n<\/blockquote>\n\n\n\nStep 4 \u2014 Review and confirm the batch<\/h3>\n\n\n\n
You’ll see a final summary of all selected payments \u2014 total amounts by currency, number of transactions, recipient list. Review everything, then click Confirm<\/strong> to proceed.<\/p>\n\n\n\nStep 5 \u2014 Enter your 2FA code<\/h3>\n\n\n\n
For security, every batch submission requires 2FA verification. Enter the code from your authenticator app or SMS to authorise the payment run.<\/p>\n\n\n\n
Step 6 \u2014 All set<\/h3>\n\n\n\n
Your transactions move to processing. You can track the status of each individual payment from your dashboard. Most transfers arrive the same business day.<\/p>\n\n\n\n
Where Do Payments Go After Import?<\/strong><\/h2>\n\n\n\nAfter a successful CSV import, all transactions are created in the For Approval section. They stay there until you submit them for processing via 2FA verification. This means:<\/p>\n\n\n\n
\n- Your team can prepare and upload a batch in advance<\/li>\n\n\n\n
- An authorised approver can review and confirm at the right time<\/li>\n\n\n\n
- No payment leaves your account until the final 2FA step is completed<\/li>\n<\/ul>\n\n\n\n
\ud83d\udd12 Nothing moves without your explicit approval<\/strong> Uploading a CSV file does not trigger any payments. All transactions sit in For Approval until you \u2014 or an authorised team member \u2014 reviews and confirms the batch with 2FA.<\/p>\n\n\n\nCSV Format Reference<\/strong><\/h2>\n\n\n\nYour CSV file must include a header row with column names. Column order does not matter \u2014 columns are matched by their name. Optional columns can be omitted entirely.<\/p>\n\n\n\n
Frequently Asked Questions<\/strong><\/h2>\n\n\n\nHow many payments can I include in one CSV file?<\/strong><\/p>\n\n\n\nThere is no hard limit on the number of rows. For very large files (500+ transactions), allow a few extra seconds for the system to parse and validate all rows.<\/p>\n\n\n\n
Can I mix currencies in one batch?<\/strong><\/p>\n\n\n\nYes. A single CSV can contain payments in multiple currencies \u2014 EUR, GBP, USD, and any other currency supported by your account. Each transaction is processed in its respective currency with no unnecessary conversion.<\/p>\n\n\n\n
What happens if a row has an error?<\/strong><\/p>\n\n\n\nThe system validates each row on upload. Rows with errors \u2014 such as an invalid IBAN, missing required field, or unsupported currency \u2014 are flagged individually. Valid rows proceed normally; you can correct errors and re-upload the affected rows, or simply remove the flagged transactions and process the rest.<\/p>\n\n\n\n
Who can approve a batch?<\/strong><\/p>\n\n\n\nAny account user with payment approval permissions can review and confirm a batch. Approval always requires 2FA \u2014 ensuring that no payment is processed without verified authorisation from an account holder.<\/p>\n\n\n\n
Can I edit payments after uploading but before approving?<\/strong><\/p>\n\n\n\nYes. Between upload and final approval, every individual transaction can be modified or deleted. Nothing is locked until you enter your 2FA code on the final confirmation screen.<\/p>\n\n\n\n
Ready to run your first batch?<\/strong> Log in to your Transferra account and go to Payments \u2192 Import CSV to get started. Download the sample template, fill in your recipients, and send hundreds of transfers in minutes. Have questions? Your dedicated account manager is available to walk you through the first batch.<\/em><\/p>\n\n\n\n<\/p>\n","protected":false},"excerpt":{"rendered":"
Pay suppliers, contractors, and partners across multiple currencies \u2014 all at once, from a single CSV file. No manual entry, no repeated approvals.<\/p>\n","protected":false},"author":13,"featured_media":8734,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17],"tags":[],"class_list":["post-8725","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-announcements"],"acf":[],"_links":{"self":[{"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/posts\/8725","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/comments?post=8725"}],"version-history":[{"count":9,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/posts\/8725\/revisions"}],"predecessor-version":[{"id":8775,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/posts\/8725\/revisions\/8775"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/media\/8734"}],"wp:attachment":[{"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/media?parent=8725"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/categories?post=8725"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/transferra.uk\/blog\/wp-json\/wp\/v2\/tags?post=8725"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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