Approval rules: strict or relaxed
Separate who enters, approves and pays, or let a small team do it all while the audit trail notes each waiver.
1 min readUpdated
Approval rules under Settings → General decide who can do what to the same document.
- Strict: whoever enters an order or bill can't approve it, and whoever approves a bill can't pay it. Each check is written to the audit trail as it's applied.
- Relaxed: the same person can do every step. For teams of one or two; each rule that's waived is still recorded.
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Related
- Security & adminRoles and permissionsDecide exactly what Submitters, Approvers, Finance and Admins can do in your organization.
- Security & adminThe audit trail, and verifying itEvery change is recorded, can't be edited or deleted, and is sealed into a chain anyone can verify.
- Bills & payablesApprove, post and pay a vendor billThe approver can't be the person who entered the bill, and the payer can't be the approver. Here's the path through.
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