Approval Rules

Approval rules route invoice requests to selected reviewers. A rule can also apply to purchase requests. Define the routing process, including reviewer levels and amount thresholds, before you create rules. Search or filter the list to find an existing rule.

From Settings, select Expenses, then select Approval rules to add, edit, or delete rules.

Add an Approval Rule

1. From Settings, select Expenses, then select Approval rules and Add.

2. Enter a name and description. Specify whether the rule applies to invoice requests, purchase requests, or both.

3. Define approval levels by amount and add the approvers for each level. Add approvers who review the same amount to the same level. Create separate levels for different amount thresholds.

4. Select Edit groups to associate the rule with approval rule groups. For details, see Approval Rule Groups.

5. Select Save.

Edit or Delete Approval Rules

To update a rule's name, description, or approval levels, select Edit from the rule's menu.

To delete a rule, select Delete from its menu. A rule can't be deleted while an invoice request uses it.

Tip: Before deleting a rule, confirm that no invoice request is associated with it.

Note: An approval rule group must be associated with at least one rule. If you remove the group's association with its only rule, the group is permanently deleted.