An approval policy decides who must approve a bill before it can be paid. Every bill goes through one, so set up at least one policy before your team starts sending bills for approval. Whoever reviews a bill chooses its policy.
Before you start
Who: Admins only.
Where: web only.
Set up first: an approved Business Bank Account.
Create a bill approval policy
In the left sidebar, select More → Approval policies.
Open the Bills tab, select Create new and enter a Policy name your team will recognise, for example by amount or department.
Under Required approvers, add the approvers in the order they should approve. Select Add an extra step for each further step. Each step must approve before the bill moves to the next.
Select Create.
How a policy is used
Pemo doesn't pick a policy for you. When an AP Clerk reviews a bill, they choose the Approval Policy before selecting Send for approval. See Review a bill and send it for approval.
Approvers find bills waiting for them under Requests. See Approve or challenge a bill.