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Customizing approval policies for bills

Set up policies to require approvers for any bill or vendor credit, based on the dollar amount. Require a minimum number of approvers, specific approvers, or both.

If the person entering a bill or vendor credit fails to assign the required approvers, we stop them and show the name of the policy.

Create a new policy

  1. Hover over the gear icon , and then click Settings 
  2. Under Payables, click Bill Approvals
  3. Under Policies, click New
  4. On the New Policy page, set the following:
    • For: select Bills or Vendor Credits
    • Greater Than or Equal To: enter a dollar amount
    • # of Approvers: enter the minimum number of people who must be assigned to each bill
    • Mandatory: choose people who absolutely must approve
      • The order of approvers assigned to a bill must match the order of this list
  5. Click Save


Edit an existing approval policy

  1. Hover over the gear icon , and then click Settings 
  2. Under Payables, click Bill Approvals
  3. Click the name of the approval policy to be edited
  4. Click the edit icon 
  5. Make necessary changes, and then click Save


Things to know

  • All approvers listed on a bill must approve the bill for it to be considered "Approved" and the bill must be approved in the order of the listed approvers
  • The order of approvers assigned to a bill must match the order of the mandatory approvers listed within any policy
  • The mandatory approver list order should match the default approver list order 
  • Editing or deleting a policy will not apply retroactively to previously created bills/vendor credits and will only apply to future bills/vendor credits
  • Multi currency bills will be subject to approval policies based on the foreign currency's $USD equivalent determined by the exchange rate at the time of the bill creation


Want to offer the option to set up a group, that includes up to ten users, where approval is only required by one of the individuals in that group? Learn more about Approval Groups here: Approval Groups