How do I set an approvals threshold?
ExpensePlus gives you the option to set an approval threshold. If this is set up, any purchases where the expense amount is lower than the threshold set will not require approval and will auto-approve.
To set an approvals threshold:
- Go to System Settings;
- Scroll down to the approvals section and click the 'edit' button in the top right;
- Select this option from the 'approvals' dropdown and enter a threshold amount.
Turning off approvals
ExpensePlus also offers the option to turn off approvals altogether.
However, for most organisations we don't recommend turning off approvals as it's good practice for someone other than the submitter of a purchase to approve that purchase. Doing this within ExpensePlus helps your organisation keep a proper record of who approved a purchase.
To help you better understand the Approvals module as a whole, please visit the module overview page here.