You can set an auto-approval limit so that bills under a certain amount are paid without requiring admin approval, while larger bills go through an approval step.
How to set the auto-approval limit
- Click Settings in the sidebar, then select Preferences.
- Select the Bills tab.
- In the Set auto-approval limit for bills field, enter the maximum amount users can pay without approval.
- Click Save preferences.
[screenshot: Preferences page showing the Bills tab with the auto-approval limit field]
Tip: Leave the field blank to allow all bill payments without approval.
How approval works
- Bills under the auto-approval limit can be paid directly by the user who created them.
- Bills over the limit move to Pending approval status and appear in the Awaiting approval card on the admin’s Dashboard.
- An admin must open the bill and approve it before payment can proceed.
How to approve a pending bill
- On your Dashboard, find the Awaiting approval section.
- Click Open next to the bill requiring approval.
- Review the bill details — supplier, amount, budget, and category.
- Click Approve to allow payment, or make changes if needed.