Approval Rule Groups

Note: Don’t see this yet? Approval rule groups in Expense management settings is currently in Limited Availability (LA) for some of our customers.

Approval rules route invoice requests to selected reviewers. Admins use approval rule groups to associate one or more rules to a group and specify which users can access the group.

To add new approval rule groups, as well as edit and delete existing ones, select Expenses, Settings, Approval rule groups. To quickly locate a specific rule, search the list.

Make sure your organization has defined its routing process so that you can configure your approval rules. For example, you might have one set of reviewers for travel invoice requests, and a different set of reviewers for invoice requests over a specific dollar amount. You can attach an approval rule to any invoice request and forward the request to specific reviewers in the correct order.

Note: Approval rule groups are no longer tied to the security groups you previously configured in database view. To help transition to this new workflow, we created copies of your existing groups (prefaced by "ARG"). Use this to search for and identify older groups and rename them as needed.

  1. From Expenses, Settings, Approval rule groups, select Add.

  2. After you enter a name and description, select Edit approval rules to associate rules with this group.

    Tip: Groups must be associated with at least one approval rule.

  3. Next, select Edit users to specify which users can access the group.

  4. Select Save.

    Tip: The new groups you add here are available to apply to an approval rule from Expenses, Settings, Approval rules. For more information, see Approval Rules.

You may need to update a group's name and description, or change approval rule selections and associated users. To update, select Edit next to a group's menu.

To delete, select Delete next to a group's menu.