Need a hand?

• Go to 'Settings'
• Select 'Approval processes'
• Select 'Purchase Orders'
• Select 'Default purchase order approval'

You can set the purchase order amount that triggers approval or choose whether it should be automatically rejected or reviewed by specific approvers (individuals, roles, or the requester’s manager). You can also specify the number of approval rounds needed.

Repeat the steps above to create rules for different thresholds or approvers. To add additional approval steps, click 'Add step' and select the next approvers.

Team members need the 'Manage purchases' permission to create purchase order requests.

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 default purchase order approval process, even if assigned to it.