Approval Rules

When sending Items via our API, if a Payable or Receivable requires approvals per your Routable approval settings, we will automatically fill in the appropriate TeamMembers in your API request. We do this by finding all applicable levels of approval and requesting approvals from all necessary team members.

For example, you can set up your account so that:

• Any Payable over $1,000 requires a first level approval from either Angela or Oscar.
• Any Payable over $2,000 requires a second level approval from both Raquel and Satish.
• Any Receivable over $500 requires a single approval from Aki.

When creating a Payable for $1,100, the API would request approval from both Angela and Oscar.

When creating a Payable for $2,100, the API would request approval from both Raquel and Satish for the second level as well as Angela and Oscar on the first level.

Aki would not receive either Payable approval request, because they only deal with Receivables.