Navigating approvals

To increase visibility and oversight over outgoing funds (including external transfers and when paying bills), you can use approval rules to:

  • Set amount-based thresholds for payment approvals
  • Assign specific and/or multiple Admins as approvers
  • Limit how much a team member can send in a day
  • Require dual admin approvals for sensitive actions


To get started, head to Settings > Approvals or read on to learn more.

Payment Approvals

This setting allows you to assign specific dmins to review transactions based on custom thresholds or ranges. You can create multiple approval rules and stack them for a multi-level review process, ensuring the correct admins (and number of approvers) review individual payments before they are sent.

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Only Admins can act as approvers. If the payment requester is also an assigned approver, they’ll be skipped in the approval process and count as an approver.

Daily Maximum

Set a daily limit on the total amount a team member can send, ensuring any payments exceeding the amount set requires approval.

This means if a team member’s cumulative payments (including any pending payments) exceed the daily maximum, additional payments will need to be reviewed before they are sent.

Both Payment approvals and Daily maximum rules can coexist. If the total amount of individual transactions by a single user exceeds the “Daily maximum” approval amount, then an additional approver will be required.

Admins reviewing Payment approvals would also satisfy the “Any Admin” approvers on the Daily Maximum rule. Admins can act as approvers. If the payment requester is also an assigned approver, they’ll be skipped in the approval process and count as an approver.

Dual Admin Approvals

If you have multiple admins on your team, this setting requires that two admins approve certain requests.

You'll need two admins on file before you can enable the policy. If you're currently the only admin, you'll need to either invite a new team member or update permissions for an existing team member.

Actions initiated by an admin will require one other admin to approve and all other roles require two admins to approve each request.

Requests that require additional approvals include:

  1. Managing team members with elevated permissions
    • Inviting or removing an Admin
    • Changing an Admin’s role
    • Inviting a user with send money permissions
    • Granting send money permissions to an existing user
  2. Resetting 2-factor-authentication
  3. Enabling or editing approval rules

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