When you set up an approval policy, you can add one or more approval steps. Additionally, you can specify under which conditions an approval step should be applied. If no conditions are met, the approval step is skipped automatically.
You can set up an approval step based on the following conditions:
Criteria | Operator(s) | Example |
Amount | "Over or equal (≥)", "below (<)" | Apply step if bill is ≥ $100 |
Tag(s) | "Has any of" | Apply step if bill has tag "Sales" |
Need more criteria settings? Let us know.
You can find examples of approval policies using these conditions here.