How can I set up Bill approvals
Setting up Bill approvals
- Go to 'Profile' > 'Security & controls' > 'Approval processes' > 'Bills'
- Click 'Add condition or approver'
- Set conditions: Route approvals by Amount (spending tiers) or Team member (bill creator, but you cannot edit branches assigned to you)
- Choose an action: Auto-approve, Auto-reject, or Assign to approver (Manager, Team member, or Role)
- Set fallback rules in the Else branch for unmatched requests
- Click 'Publish' to activate
Important notes
Team members need the 'Manage Bills' permission to create purchase order requests. Feature availability depends on plan selection.
Team members cannot assign or un-assign themselves from approval processes
Any team member with 'Manage team members' and 'View team members' permission can edit the Bill approval process, even if assigned to it.