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What are approval processes?

If you're on a Grow, Scale, or Enterprise plan, you can set up custom approval processes to approve or reject requests from your team members. You can create approval processes for:

• Card requests
• Money transfers
• Card expenses submissions
• Reimbursement requests

Card requests approval process

If enabled, team members without the 'Manage cards' permission can request a new card or a spend limit increase.

You can create approval processes to define whether such requests need approval by other team members before cards are issued or spend limits are increased.

Here's an example: You can create approval processes so that if a team member requests a new card with a spend limit of £100 per year, it needs to be approved by an 'Admin'. If they request a card with a £1,000 spend limit, it needs to be approved by 2 'Admins', or the 'Owner' for extra security.

You can also automatically reject certain requests — or turn off these requests entirely. The approval process can be created however you like.

Set up card requests approval processes

There can be only 1 unique approval process for card requests, where all card requests must be approved by the 'Owner'. If you want to edit that process:

1. Make sure you have the 'Manage cards' permission to proceed
2. Go to 'Settings'. Web: click the cog in the top-right corner. Mobile: tap your profile icon in the top-left corner
3. Access the 'Approval processes' sub-menu
4. Choose 'Card requests' and select the existing approval process
5. Add a new rule or edit an existing rule attached to that process
6. Enter the amount that needs approval. Spend limit requests are set on a yearly basis
7. Select whether it should be automatically rejected or reviewed by specific approvers (they can be individual team members, specific roles, or the manager of the requester)
8. Select the number of approvals needed
9. If you need to send the approval request to the next layer of reviewers, click 'Add step' and select the next approvers
10. To add rules with different thresholds, steps, and approvers, repeat steps 5 to 9

Important notes

• Team members with 'Manage cards' permission won't need approval to create or edit cards
• There can be only 1 card request approval process. This will apply to all card requests by default
• You can turn off card requests by going to the 'Cards' section and selecting 'Settings', then disabling 'Card requests' toggle
• Card requests with a spend limit below the specified amount will be processed automatically