We’re thrilled to introduce Approval Flows to enhance your vendor payment processes. Below, we’ll guide you through the seamless setup process and empower you to efficiently manage approvals.
How to set up Approval Flows
Before diving into the setup process, it’s important to note that Approval Flows are currently exclusive to Jeeves Pay. If you’re yet to gain approval for Jeeves Pay, kindly reach out to our team for assistance.
- Navigate to Settings → Policies & Approvals to create an Approval Flow.
- Begin by accessing the designated section labelled Jeeves Pay Approvals and select the option to + Add an approval tier.
Here, you’ll set up your Approval Flow.
- Name and Description: Although optional, providing a name and brief description for your Approval Flow is highly recommended, particularly if you plan on creating more than one Approval Flow.
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Defining Approval Threshold: Determine the amount at which payments require approval. Setting this at $0 mandates approval for all payments.
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Adding Approvers: Click + Add an approver and choose from the following options:
- Any Head of Department
- Any Approver
- Any Admin
- Specific Individuals
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Multiple Approvers: You have the flexibility to assign multiple approvers for specific amounts. For example, setting the threshold at $100 and assigning two approvers means both individuals must approve payments of $100 and above.
- Backup Approvers: Ensure continuity by setting up backup approvers who can act on behalf of absent approvers.
Congratulations! Your Approval Flow is now set up.
Reminder: If you want to have different people approve payments of different amounts you will need to repeat steps 4 through 7 of this article.