Approval rules are currently only available to a few businesses. To join the early access program, please fill in this form.
To set up an approval rule:
Go to Account > Limits & Controls
Select approval rules
Select Set approval rule
Enter an amount and currency. For example: all payments above 1,000 GBP require approval.
What if I want to approve every payment?
If you’d like all payments to require approval, simply set an approval rule to 0.
Take note: all payments set up by Preparers will need approval, regardless of the payment amount or whether you have an approval rule set up.