Setting Up Approval Rules

Note: The Super Admin or Admin must assign team members with the appropriate roles before setting up approval rules.

To set up the rules, perform the following steps:

1. Navigate to Payers dashboard.

2. On the All tab, select the Payer you want to set the rules for.

The Payer overview page appears.

3. From the left pane, select Approvals.

The Approvals tab appears.

4. Select the Rules tab.

5. Click + Add Rule, enter the number of approvals required from the selected users or roles.

6. (Optional) Click + Add Condition, then enter the amount and vendor name.

7. Click Save Rules.

The rules are set successfully.