Approval Rule Groups

Approval rules route invoice requests to reviewers. Approval rule groups associate one or more rules with users who can access them. Define your routing process before you create rules and groups.

From Settings, select Expenses, then select Approval rule groups. Search the list to find a group.

Note: Approval rule groups are separate from the security groups configured in database view. Existing groups copied from database view have the prefix ARG. Search for ARG to find these groups, then rename them as needed.

Add an Approval Rule Group

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

2. Enter a name and description for the group.

3. Select Edit approval rules and associate at least one rule with the group. For details about rules, see Approval Rules.

4. Select Edit users and specify which users can access the group.

5. Select Save.

Edit or Delete Approval Rule Groups

To update a group's name, description, associated rules, or users, select Edit from its menu. To delete a group, select Delete from the menu.