When members of your enterprise account need budget for a study, they submit a funding request to the organizational wallet. Reviewing those requests is the main day-to-day responsibility of an org admin. This article walks through how to find pending requests, what your options are when responding, and how to track decisions over time.
For the member side of this flow — how researchers actually submit a request — see Requesting Funds from the Organizational Wallet.
How Requests Reach You
When a member submits a request, two things happen on your end:
- The request appears under the Funding tab in your Organization dashboard. A badge on the tab tells you how many are waiting for review.
- You receive an email notification, so you don't need to keep the dashboard open to catch new requests.
Most admins manage funding requests alongside other responsibilities, so the email notification is usually the trigger to log in and review.
Reviewing a Pending Request
From the Funding tab, click any request with a Pending status to see the full details. Each request shows the amount, the member who submitted it, the team the funds will go to, and the reason the member provided.
This is where you decide whether to approve, modify, or reject.
Your Three Options
Each pending request gives you three options:
Approve. Approves the full amount the member requested. Funds move from your organizational wallet to the member's team wallet. The member is notified and can begin using the funds within seconds.
Reject. Declines the request. No funds are transferred. The member is notified of the decision.
Modify. Lets you adjust the amount before approving. This is useful when you want to allocate more than requested — for example, to leave room for participant bonuses — or less than requested. Click Modify, enter the revised amount, and click Modify and Approve. The modified amount is withdrawn from the organizational wallet and credited to the member's team wallet.
Tracking Past Decisions
Approved, rejected, and modified requests don't disappear after you act on them. They remain visible in the Funding tab for reference, with each entry showing who submitted it, who reviewed it, the decision taken, and the final amount.
If you ever need a longer audit trail — say, to document how funds moved for a grant report or finance review — the Organization-Level History tab captures the same activity in a chronological feed alongside everything else happening on the account.
A Note on Cadence
If you're managing requests across a large group of researchers, consider a regular cadence — for example, reviewing pending requests once each morning — rather than acting on each one as the email arrives. Funding requests rarely need immediate turnaround, and batching the work keeps you focused.
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