Create an approval rule

Create approval rules to ensure that the approval requests are reasonable and fit your organization's budget.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Accounts Payable Operations > Administration > Approval rules.
   
2. Select New.
3. On the Approval Rule form, fill in the fields.
   For a description of the field values, see Approval Rule form.
4. Select Submit.

Result

The approval rules are created.

What to do next

You can also associate approval rules with approval groups and define the sequence to determine when these rules should be triggered. For more information, see Approval rule grouping and sequencing.

• Approval rule types
  Approval rule types determine how approvals are created and routed during the invoice approval process.