How do I set up self-approval for team members?

You can allow employees to approve their own purchase orders below a certain amount. This can prevent your approvers from being bombarded with small approval requests.

Note: To be able to access these settings you will need the "Company Admin" role.

Setting up the budgets to allow self-approval

  1. Go to the Budgets page
  2. Select the budget that you would like to allow anyone to approve on
  3. Click on the "Edit Budget" button
  4. Check the box for "Allow Anyone To Approve A PO"
  5. Remember to Save.

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Next, set the amount each employee can self-approve.

  1. Go to the Employees dashboard
  2. Select the appropriate employee
  3. Click Edit Account
  4. Under Approval Limit, enter the amount the employee can approve up to
  5. Click Save

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