Approval rules

Where to find it

Settings → Approval rules

✅ Common tasks

Open approval rules

1. Go to Settings → Approval rules.

2. Make sure you are an Owner or Admin.

3. Wait for the page to finish loading if it opens slowly.

If approval rules are not enabled, Cashfeed sends you back to Settings → User.

Review your rules

1. Check the teams list first.

2. Review team assignment rules.

3. Review guardrails and auto-approvals.

4. Review safety exceptions.

The page shows teams and all rule groups together.

Set and save a rule

1. Choose the rule condition fields.

2. Enter an amount above zero for amount thresholds.

3. Select a team or user in the assignee picker.

4. Choose suppliers or select All suppliers.

5. Click Save and refresh the page.

You can set only one assignee type at a time: team or user.

🔗 See also

• Approval teams

• Auto-approvals and safety exceptions

• Requesting and giving approval on an incoming invoice

• Purchase order approvals

• Accounting guardrails and pending-approval reasons