Auto-approvals and safety exceptions

Where to find it

Settings → Approval rules

✅ Common tasks

Create an auto-approval rule

1. Open Approval rules for invoices or purchase orders

2. Click Add auto-approval under Auto-Approval Rules

3. Choose at least one matching condition (supplier, amount, GL account, cost center, or budget)

4. Enter a threshold amount, meaning "at or below"

5. Click Create to save the rule

Matching invoices or purchase orders get approved automatically with no human step needed.

Add a monthly spend limit

1. Open or create an invoice auto-approval rule

2. Set a monthly spend limit alongside or instead of a per-invoice threshold

3. Enter a limit greater than zero

4. Save the rule

The limit checks what that supplier has already been invoiced this calendar month; it's not available for purchase orders.

Create a safety exception

1. Click Add exception under Safety Exceptions

2. Choose at least one matching condition, like supplier or amount ("at or above")

3. Select exactly one approval team or individual approver

4. Choose "Then only require approval from" or "Then suggest"

5. Click Create to save

An "only require" exception overrides team rules, guardrails and auto-approvals for that match.

🔗 See also

• Approval rules

• Approval teams

• Requesting and giving approval on an incoming invoice

• Purchase order approvals

• Roles and permissions