Build smarter approval safeguards
Discover how the right approval workflow setup can boost compliance and give you peace of mind about client payments.
What you’ll learn in this video
How to set up approval workflows
- Access the right settings: Navigate to your client’s Melio Pay account to configure custom approval processes
- Choose your setup method: Create workflows based on your client’s specific needs and payment patterns
How to customize approval triggers
- Amount-based approvals: Set thresholds that automatically require approval for payments above specific values
- Role-based approvals: Configure workflows based on who schedules the payment (contributor or accountant)
- Person-specific approvals: Require approvals for payments scheduled by designated team members
- Vendor-specific approvals: Add extra protection for payments to particular vendors
How to create multi-level approval processes
- Single approver setup: Configure workflows requiring approval from any authorized approver
- Specific approver requirements: Designate exactly who must approve certain payments
- Multi-step approval chains: Create sequential approval processes for maximum security
How to balance control and efficiency
- Right-size your controls: Implement appropriate safeguards without creating bottlenecks
- Monitor workflow effectiveness: Ensure your approval processes protect clients while keeping payments moving
This content is for informational purposes only and should not be considered financial, legal, tax, or accounting advice. Melio does not provide professional advisory services. Always consult a qualified professional before making financial or business decisions.
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