Approval policies for purchase orders and bills

On Settings → Approval Policies you define when a purchase order or bill needs approval (for example above an amount) and who approves it, in what order.

Click New Policy to add one:

1. Name the policy and choose what it applies to (for example Purchase Order or Bill content approval).
2. Add Conditions, such as Amount greater than 100,000. For purchase orders the gross total counts, and you can also require that the supplier was added within the last 30 days. An amount condition also needs a Currency; the policy then only applies to orders in that currency.
3. Under Approval Chain, use Add step to list the approvers in order. A step can be a Specific user, a Generic role or a Responsibility role.
4. Optionally set an Auto-approve threshold: anything at or below it goes through without approval.

If several active policies match, the one with the highest Priority applies. If none match, no approval is needed.

The request moves through the steps in order. Approvers can decide pending requests on Team → Approval Requests, or right on the purchase order or bill.

Policies can be edited by users allowed to manage the team settings (usually an admin).