Why approval policies matter
Policies translate your internal controls into automated routing. Instead of ad-hoc email approvals, every expense follows a documented path with timestamps and approver identity preserved for audit.
Policy structure
Policies are evaluated in priority order. The first matching rule wins, so place more specific rules above general defaults.
- Define conditions: amount range, category, department, project tag, or vendor type.
- Assign approvers: direct manager, finance reviewer, or named individuals.
- Set escalation if no action occurs within your SLA window.
- Require receipt attachments above configured amounts.
Tip
Pilot a policy with one department before rolling out company-wide.
Test and monitor
Submit test expenses from a sandbox user or low-value real claims to confirm routing. Use the Approvals report weekly to find bottlenecks.