Create an approval rule

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.
      Navigate to 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.

    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.