Auto-approvals and safety exceptions

Where to find it

Settings → Approvals → Auto-approvals / Safety exceptions

✅ Common tasks

Add an auto-approval

1. Open Auto-Approval Rules.

2. Click Add auto-approval.

3. Choose at least one matching condition.

4. Select suppliers, GL accounts, cost centers, or an amount threshold.

5. Click Save.

You need at least one condition before you can save the rule.

Add a safety exception

1. Open Safety Exceptions.

2. Click Add exception.

3. Select a team or user.

4. Choose at least one matching condition.

5. Select suppliers, GL accounts, cost centers, or an amount threshold, then click Save.

A safety exception always needs both an assignment and at least one condition.

Edit or delete a rule

1. Open the rule you want to change.

2. Click Edit.

3. Update the conditions or assignment, then click Save.

4. Choose Delete in the dialog actions if you want to remove it.

5. Confirm the deletion.

Deleting removes the rule completely; there is no separate disable switch.

🔗 See also

• Approval rules

• Requesting and giving approval on an incoming invoice

• Accounting guardrails and pending-approval reasons

• Suppliers (Companies)

• Analytic accounts and cost centers