Settings → Approval rules
Open Approval rules in Settings.
Review the four rule groups: team assignment rules, guardrails, auto approvals, and safety exceptions.
Check the teams list to confirm the approver groups you can assign to rules.
Use the rule details to confirm the conditions: suppliers, GL accounts, analytic accounts, and amount thresholds.
Remember that some rules can match all suppliers, while others target specific supplier IDs.
If a rule looks wrong, check its conditions first before changing its assignment.
Start a new approval rule in the section that matches the behaviour you want.
Choose exactly one assignment target: either a team or a user.
Add the conditions that should trigger the rule: suppliers, GL accounts, analytic accounts, or an amount threshold.
For supplier-based rules, either select specific suppliers or choose All suppliers when that option is available.
Set the amount comparator and threshold when the rule should depend on value.
Amount thresholds must be greater than zero.
Open the rule you want to update.
Change the assignment if needed, but keep exactly one target set.
Add or remove supplier, GL account, or analytic account conditions as required.
Clear the amount condition if the rule should no longer use an amount trigger.
Save the rule, then refresh the page if you do not see the updated lists immediately.
When you patch a rule, sending only one assignment field clears the other one automatically.
Do not set both a team and a user on the same rule.
Do not combine All suppliers with specific supplier IDs.
Keep supplier, team, and analytic account references inside the same organisation.
Use no more than 200 GL account codes, 200 supplier IDs, and 100 analytic account IDs per rule.
If the rule conflicts with existing data, remove duplicate conditions and try again.
If your organisation has no accounting connection, GL account and analytic account conditions are hidden.
Make sure exactly one of team or user is assigned.
Remove conflicting supplier conditions.
Check that the referenced team, user, supplier, or analytic account belongs to your organisation.
Contact Cashfeed support if the rule still fails with a conflict error.
Enter a value greater than zero.
Use the amount comparator shown in the rule editor.
Clear the amount condition before saving if you do not want an amount trigger.
Check whether your accounting connection is active.
Refresh the page after the connection is available.
Contact your Cashfeed admin if you expect these options but cannot see them.
Check the rule’s conditions and assignment target.
Confirm the supplier is covered by the supplier condition or All suppliers setting.
Review the rule list for a more specific rule that may take precedence.
