Setting up multi-step approvals

Navigate to Settings > Approval Policies. Here you can configure how invoices are approved in your workspace.

Toggle on 'Multi-step Approval Workflow'. This allows you to set up sequential approval steps where each approver must review before the next step.

• Add your first approval step by clicking 'Add Step'
• Assign an approver role or specific team members to this step
• Set minimum and maximum thresholds (e.g., invoices over $1,000)
• Add additional steps as needed (e.g., Finance Manager, then CFO)

• Set amount thresholds that determine which invoices require approval
• Configure implicit approval for invoices below certain amounts
• Define routing rules based on invoice amount, contractor, or category
• Set time limits for each approval step

• Turn on 'Rate Guards' to automatically flag invoices with unusual rates
• Configure historical rate comparison rules
• Set up alerts for rate changes above a specified percentage
• Require additional approval for invoices that fail rate validation

• Create a test invoice that triggers your approval workflow
• Verify that approvals route to the correct approvers in sequence
• Test edge cases like approver unavailability or delegation
• Ensure notifications are sent correctly at each step