Use Approval policies to ensure every payable is properly reviewed and approved before payment. Payables are automatically assigned to the right approvers, who are automatically notified via email when their review is needed.
These are the core components of approval policies:
Set up per payment type (e.g. Bills, Direct Payments)
Single or multi-step approval
Steps can be made conditional on payable parameters
Supported parameters are Amount and Tag (allowing for department/team-specific approval flows)
Batch approval
Automated email notifications to approvers
"Need-to-know" principle; approvers can only see items assigned to them
How it works
Invite your team members to your Request account with role "Approver", "Finance Manager" or "Admin" (→ Learn more about roles)
Team members whose review is required get automatically notified
Payables can only be paid via Request once all required approvals are granted