Approval Rules

Note: We're introducing approval rule groups which requires new settings around approval rules. Don’t see these yet? Approval rule groups in Expense management settings is currently in Limited Availability (LA) for some of our customers. Expect a wider release soon.

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 Expenses, Settings, 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.