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How to set up an Approval Policy for invoices

Updated over a week ago

1) Go to Approval Policies:

Just expand your main menu and click on ‘Approval Policies’ to get started.

Pemo Power Tip: Pin your approval policies to the main menu for quicker access. No more digging around—just one click and you’re in control.

2) Create New:

Head to the invoices tab & click on "Create new" to begin setting up your Approval Policy.

3) Name Your Approval Policy:

Give your approval policy a clear and descriptive name.

4) Pick the Required Teams: Select the team(s) that best fit your approval needs.

5) New Rule Created:

A button will indicate a new rule, allowing you to modify the new limits.

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