Approval Rules

Approval rules route invoice requests to selected reviewers. To quickly locate a specific rule, search or filter.

To add new approval rules, as well as edit and delete existing ones, select Settings, Expenses, Approval rules.

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.

Add approval rule

From Settings, Expenses, Approval rules, select Add.
Enter a name and description, and specify if the approval rule is for invoice requests, purchase requests, or both.
Define approval levels for the rule. When adding or editing a level, consider the following:
- Each approval level should contain the amount and each approver required to complete the approval process. For example, if you require three approvers for a specific amount, enter the amount and add all three approvers to the same level. Don't create a new level for each approver.
- Approval rules can have multiple levels if necessary. For example, to associate specific reviewers to different amounts, create multiple levels.
Select Edit groups to determine which approval rule groups you want to associate with this approval rule. For more details, see Approval Rule Groups.
Select Save.