Settings → Approval rules
Open the Auto-Approval Rules section.
Select Add auto-approval.
Choose at least one condition: supplier, GL account, cost center, or amount.
If you have no accounting connection, use suppliers and/or amount only.
Keep the amount threshold as a less-than-or-equal rule.
Create the rule to approve matching invoices automatically.
Auto-approvals need at least one condition, even if you only use amount.
Open the existing auto-approval rule from the list.
Select Edit to change its conditions.
Update the supplier, GL account, cost center, or amount filters.
Save your changes.
To remove the rule, open Delete from the rule menu and confirm.
When editing, conditions are replaced by the saved set, so review the whole rule before saving.
Open the Safety Exceptions section.
Select Add exception.
Choose a team or a user to receive the approval.
Add at least one condition: supplier, GL account, cost center, or amount.
Use amount only for invoices above the threshold.
Create the rule to override normal approval behavior for matching invoices.
Safety exceptions require both an approver and at least one matching condition.
Open the safety exception you want to change.
Switch the assigned team or user if needed.
Update the matching conditions as needed.
If you clear an assignment, make sure another one is selected before saving.
Save the rule or delete it if it is no longer needed.
Safety exceptions can be reassigned without recreating the whole rule.
Add at least one condition.
Choose a team or user for a safety exception.
Check that the amount threshold is greater than zero.
Remove any empty rule and create a new one if needed.
Use a less-than-or-equal amount for auto-approvals.
Use a greater-than-or-equal amount for safety exceptions.
Enter a positive threshold.
Update the rule and save again.
Use only one supplier field in the rule.
Prefer conditions.supplierIds over the deprecated top-level supplier list.
Make both supplier lists match if you send both.
Edit the rule and resave with one consistent supplier set.
Select a team or user before saving a safety exception.
Check that the team or user still exists in your organisation.
Save the updated assignment again.
Contact Cashfeed support if the rule still cannot be saved.
Check whether another exception or approval rule also matches the invoice.
Review the full set of conditions, not just the amount.
Edit the rule to narrow or broaden the match.
Delete the rule and create a cleaner replacement if needed.
