Build financial safeguards without sacrificing convenience

How to create custom approval workflows for your team

• Set amount-based triggers: Configure approvals for payments above, below, or equal to specific dollar amounts to maintain control over higher-value transactions
• Assign role-specific approvals: Customize your approval chain based on who schedules payments, whether by specific team members or by role within your organization
• Create vendor-specific rules: Implement special approval requirements for international vendors or specific partners to ensure proper oversight

How to layer approval conditions for enhanced control

• Combine multiple triggers: Stack approval conditions to create sophisticated workflows that reflect your company’s exact needs and structure
• Involve board members: Add stakeholders as admins in your approval chain to maintain governance standards while keeping processes moving
• Create a customized approval hierarchy: Design multi-level approval structures that match your organization’s decision-making framework

How to approve payments on the go with the mobile app

• Access approvals anywhere: Review pending payments directly from your smartphone, ensuring business continues even when you’re away from the office
• Make quick decisions: Use simple swipe gestures to approve or decline payments instantly without complicated interfaces
• Provide immediate feedback: Include explanatory notes when declining payments to keep communication clear and maintain workflow momentum