Approval Rules

Rules are evaluated when a bill is created or a payment batch is submitted.

  • Over $5,000 — dual approval

    Bill
    Amount ≥ $5,000
    Step 1Cathie RobertsPriya NatarajanStep 2Maya ChenNotifyRobert AlvarezJordan Blake

  • Acme Supplies — department owner

    Bill
    Vendor is Acme Supplies
    Step 1Cathie RobertsNotifyElena Rossi

  • EU entity — CFO sign-off

    Bill
    Entity is Europe Holdings BV
    Step 1Priya NatarajanStep 2Maya ChenNotifyJordan Blake

  • Payment batch — CFO approval

    Batch
    Any payment batch
    Step 1Cathie RobertsNotifyJordan Blake