Creating approval rules

• Go to the settings section in the sidebar.

• Select the approvals tab.

• Add a new approval rule:

• Click on add rule in the approvals tab.

• Configure the rule:

  • Condition: Choose the category for the rule (e.g., amount, vendor, or gl category).

  • Value: Specify the condition (e.g., amount ≥ $5,000, vendor is xyz, or gl category is uncategorized expense).

  • Approvers: Select team members responsible for approvals.

• Save the rule:

• Once all fields are configured, click save. The rule is now active.