Need a hand?

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
• Transfers
• Card expenses
• Reimbursements
• Purchase orders

Transfer approval processes let you define whether transfers need to be approved by other team members before they're processed, and under which conditions.

You'll need the 'Manage team members' permission to proceed. Approval processes can be configured in the Revolut Business web app.

• Open your profile and go to the 'Security & controls'
• Go to 'Approval processes' section, then choose Transfers
• Select 'Add condition or approver'. New step configuration panel opens on the right side
• Conditions - Amount — click 'Add new' to set multiple tiers
• Conditions - Team member — apply approval rules based on who created the transfer. Note: you can't edit or delete a condition branch if you're assigned to it
• Set Auto-approve, Auto-reject, or Assign to approver. If approval is required, choose from Manager, Team member, or Role
• Use the 'Else' branch to set what happens to transfers that don't match a condition
• Click 'Publish' in the top-right corner. Your approval workflow becomes active

• 'Send money' permission is needed to create transfer requests
• You can't assign or unassign yourself from an approval process or edit an approval process if a Team member condition includes you — even if you're an Owner. Another team member can edit that branch