For Premium plan users, our Requests feature allows team members to initiate transfer requests on behalf of an admin, who are notified and can approve or reject a demand in just a few clicks.
To submit a transfer request, you need to fill all required information in the “Requests” tab of the main menu.
then click on the "Request transfer" button :
You can add a receipt (such as the matching invoice) and a comment to justify your request.
Once you submit a transfer request, admins will be notified by email and push notification.
As soon as one of the admin will approve your pending request, it will be validated and executed the next morning. You will then be notified of the correct execution of your transfer by email.
In case of a change of plan or error, you can also cancel a transfer request (until your requests is approved by an admin).