Note: This feature is available for Pro and Enterprise plans only .
Approval for Purchase Requests is based on dollar thresholds configured in Company Settings. These thresholds ensure that spending is controlled automatically and that larger purchases are reviewed by the correct personnel.
Select Administration from the Navigator panel.
Select Company Settings.
Scroll down to the Organization Defaults section.
Enter a dollar amount for the Tier 1 Approval Amount to set the threshold for standard manual reviews.
Enter a dollar amount for the Tier 2 Approval Amount to set the threshold for high-value purchases requiring senior approval.
Select Save changes.
How Thresholds Work
Auto-Approval: Requests with a total value below the Tier 1 amount are automatically moved to Approved status and a draft PO is created..
Tier 1 Review: Requests at or above the Tier 1 amount require a review from a Tier 1 or Tier 2 approver.
Tier 2 Review: Requests at or above the Tier 2 amount require a review from a Tier 2 approver.
