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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

Transfers approval process

Team members with the 'Send money' permission can create money transfers. Transfer approval processes allow you to define whether transfers need approval from other team members before they're processed.

Here's an example: If a team member submits a transfer above £100, it needs to be approved by an 'Admin' before the transfer is processed. Transfers over £1,000 may require approval from two 'Admins', or the 'Owner', for extra security. You can also set the approval process to automatically reject transfer requests over a certain amount. 

Set up a transfers approval process

You'll need the 'Manage team members' permission to proceed. To set up the approval process:

1. Go to 'Settings'. Web: click the cog in the top-right corner. Mobile: tap your profile icon in the top-left corner
2. Access the 'Approval processes' sub-menu, then 'Transfers'
3. Click 'New' to create a process or select an existing one
4. Assign team members to this approval process
5. Add a new rule or edit an existing rules attached to that process
6. Enter the transfer amount that needs approval. Any transfers above this amount will go through this approval process
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 rounds 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 need the 'Send money' permission to create transfer requests
• Team members can't assign or unassign themselves from a transfer approval process
• Team members can't edit the approval processes they're assigned to, regardless of their permissions
• There can be several transfer approval processes with different rules, assigned to different team members. But a team member can only be assigned 1 unique transfer approval process
• Transfers made by team members not assigned to an approval process, or below the approval amount, will be processed automatically