Where to find it
Settings → Approval rules
✅ Common tasks
Assign approvers with team rules
Open Settings → Approval rules and pick Invoice or Purchase order
Create or edit a rule under Team assignment rules
Choose Team or User as the assignment, not both
Select Specific suppliers or choose All suppliers to cover everyone
Save the rule and confirm it appears in the list
All suppliers is only available on team assignment rules — guardrails and exceptions always need explicit suppliers.
Set a guardrail threshold
Open the Guardrails section for invoices or purchase orders
Create or edit a guardrail and pick one team or one user
Enter a positive Amount threshold with Above or Below
Optionally add suppliers, GL accounts, analytic accounts or budgets
Save and check the guardrail's priority in the list
Guardrails run in order — lower priority number means it's checked earlier.
Skip approval for low-risk cases
Open Auto-approval rules or Safety exceptions for the right document type
Select the suppliers and any amount or accounting conditions
For invoices, optionally set a Monthly limit per supplier
Save the rule and confirm it's listed under the correct document type