To create or edit approval levels for your company, just go to Your Business > Overview. If you cannot see this tab, it means your access level is not high enough to add or edit this section of the platform.
Once you're on the Overview page, click on "Manage Levels" next to Invoice Approval Levels on the right-hand side.
In this page, you will see the existent hierarchy and check what rules apply to each level. You can create a new approval level by clicking on the blue button "New Level".
From here, you will need to fill in the following fields to ensure a correct flow:
Group Name - the name can be a group name such as Location Managers or simply the name of the person in charge of approving at this level.
Can approve up to - the figure you enter here should be the limit this role can approve up to. This means anything that comes in over the amount you set here, will go for approval at the next level.
Rule 1 - you can create as many rules as you need. Rules can apply to suppliers, locations, number of line items etc. You can make it as complex or as easy as you need to.
Parent group - this is the next level in the hierarchy;
Users - here you will add all the users this new approval level applies to. If you need to add a new user to the level, just type in their email address and click "Update";
Can give final approval - when this box is checked, all users on this level have final decision regarding an invoice. If it is left unchecked, the next level up will apply.
If you have any doubts or questions, just send us a message on Intercom or email firstname.lastname@example.org. We'll be happy to guide you through the process.