Accounting guardrails and pending-approval reasons

Where to find it

Approvals → Guardrails

✅ Common tasks

Add a guardrail

1. Click Add guardrail.

2. Choose a team or user assignee.

3. Enter the threshold amount.

4. Optionally add supplier, GL code, or cost center filters.

5. Click Save.

You need both an assignee and a threshold above zero.

Edit a guardrail

1. Open the guardrail from the list.

2. Click Edit.

3. Change the assignee, threshold, or filters.

4. Click Save.

Delete a guardrail

1. Open the guardrail you want to remove.

2. Click Delete.

3. Confirm the deletion.

Deleting removes the rule completely.

🔗 See also

• Approval rules

• Requesting and giving approval on an incoming invoice

• Accounting booking warnings and errors

• Analytic accounts and cost centers

• Accounting integrations