As an admin, you can manage transaction review settings for your account. You can turn transaction approvals on or off and limit approvals to specific budgets. Transaction approvals can be made by bookkeepers, managers, and/or specific people. Transaction approvals must be made in the exact order listed in your settings.

If your approval flow is enabled by transaction amount option for your approval flow, you can add separate settings for other amount ranges by creating layers. Each layer can include a unique list of approvers.

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In the Spend Center Navigation Menu, click the Settings link. Then select the Spend Approvals option.
View the current approval settings enabled in your account. An Active label displays if the settings are currently turned on. If the settings are turned off, the label displays as inactive.
To edit your post-transaction approval settings, click the Edit button.
To require approvals for every transaction, select the All transactions option.
- To require approvals for transaction for a certain amount range, select the By transaction amount option. Then enter the range in the If Transaction Amount Is fields. You can create different approval flows by adding an additional layer.
To set the start date for your approval settings, click the Start Date field and select a date. All transactions that meet approval requirements and are made on or after your selected date are required to complete the approval process. You can select a date in the past and retroactively require approvals on past transactions.
To allow approvers to approve incomplete transactions, select the Allow incomplete transactions to be approved checkbox. If this option is turned off, any users selected as approvers cannot approve incomplete transactions.
To allow approvers to approve their own transactions, select the Allow required approvers to approve their own transactions checkbox. If this option is turned off, anyone selected as an approver cannot approve their own transactions.
In the Require Approval section, you can select users or user roles that are required to approve. To select approvers, click the drop-down menus in the Require Approval section. You can select bookkeepers, managers, next level managers, and specific people. Each role can only be chosen once.
If you select the Specific person option, you can enter or select the name of any user from your Spend Center account.
- Note: When adding approvers, the word "Then" displays, meaning that approvers must approve transactions in the order listed.
To remove an approver, click the Remove icon.
To allow the last approver to finalize the approval flow for each transaction, select the Allow last approver to finalize the approval flow checkbox. If this option is unchecked, all approvers must approve each transaction.
To add additional approvers, click the Add Approver link.
If you selected the By transaction amount option for your approval flow, you can add separate settings for other amount ranges by clicking the Add Layer button.
- Enter a new range in the If Transaction Amount Is fields.
- Add approvers according to the steps above.
- To remove a layer, click the Delete Layer button.
To save your changes, click the Save button.