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What happens if I create or edit an approval policy?

Max Franke avatar
Written by Max Franke
Updated over 2 months ago

When creating a new approval policy or editing an existing one, the policy is applied to new payables and existing payables that have not yet been fully approved. For example:

  • You have an existing approval policy for bills ≥ $100

  • You have two existing bills:

    • Bill #1: $200. Already fully approved (in "Awaiting Payment" status)

    • Bill #2: $300. Not yet approved (in "Awaiting Approval" status)

  • You change your existing approval policy to apply for bills ≥ $500

  • Outcome:

    • Nothing will change for Bill #1 since it's already fully approved

    • Bill #2 will be approved automatically and move to "Awaiting Payment" status

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