Next User Type: Admin
As an admin, you can manage transaction approval settings from the Policies page. All settings in a policy apply to all budgets or custom limit cards where that policy has been assigned.
Transaction approvals can be made by bookkeepers, budget owners, managers, and/or specific people. When managing transaction review settings, you can select to have approvals made sequentially or non-sequentially. Sequential approvals must be made in the exact order listed in your settings. Non-sequential approvals can be made in any order.
If your approval flow is enabled by transaction amount option for your approval flow, you can add separate settings for other amount ranges by creating layers. Each layer can include a unique list of approvers.
Manage transaction approvals from a web browser
In the Navigation Menu, select Policies
In the Approvals section, select Transaction approvals
Select New policy
To edit an existing policy, select the policy's Options (three dots) icon and select Edit policy
Enter a name for the policy
Select the approval type:
To require that transactions are approved in the exact order listed in the policy, select Sequential
With Sequential option selected, each approver must wait until the previous approver has approved the transaction.
If you have selected sequential approval flow, the word "Then" displays in the approval flow, meaning that approvers must approve transactions in the order listed.
To allow transactions to be approved in any order, select Non-sequential
If you have selected non-sequential approval flow, the word "And" displays in the approval flow, meaning that all approvers can approve transactions in any order.
To begin approvals on a specific date, enter the date in the Start date field
To allow approvers to approve incomplete transactions, select Allow incomplete transactions to be approved
Note: If this option is turned off, any users selected as approvers cannot approve incomplete transactions.
To allow approvers to approve their own transactions, select Allow required approvers to approve their own transactions
Note: If this option is turned off, anyone selected as an approver cannot approve their own transactions.
If you selected the By transaction amount option,
To require approval for transactions greater than or equal to a selected amount, select Set approvals by transaction amount
Enter the transaction range in the If transaction amount is fields
Select users or user roles that are required to approve.
To select approvers, open the drop-down menus in the Require approval from section
You can select bookkeepers, budget owners, managers, next level managers, and specific people
Each role can only be chosen once
If you select the Specific person option, you can enter or select the name of any user from your Next account.
To add additional approvers, select + Approver
To remove an approver, select the Remove icon.
To allow the last approver to finalize the approval flow for each transaction, select Allow last approver to finalize the approval flow
Note: If this option is unchecked, all approvers must approve each transaction.
If you selected the Set approvals by transaction amount option, you can add separate settings for other amount ranges by selecting + Layer
Enter a new range in the If transaction amount is fields.
Add approvers according to the steps above.
To remove a layer, select Delete layer
To save your changes, select Save policy
Assign the policy to a budget or custom limit card
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