Flexible multi-level terms.
Set up multi-level approvals by team members, roles, payment amount, and vendor. Guarantee a seamless and fast approval flow that keeps your business moving.
As your business grows, control becomes pivotal. Set up multi-level approval workflows, add team members, assign different approval terms, and approve multiple payments at once.
Set up multi-level approvals by team members, roles, payment amount, and vendor. Guarantee a seamless and fast approval flow that keeps your business moving.
Manage payment limitations and set payment terms by amount, team member, and vendor. That way, you can share responsibility while avoiding mistakes.
Every payment that requires your approval appears in one tab so that you can approve them all at once at the most convenient time.
Implement the approval process you already have in place or create new terms that help you delegate. Let your team handle more tasks so you can focus on growth.
Set up workflows based on payment amount, scheduler, or vendor.
Add multiple approvers and create multi-level approval flows to fit your needs.
Approve multiple bills at once through the Melio platform or emails.
You can approve or decline payments from the Melio app.
Only the owner, admins, and accountants can set up approval workflows. Each Melio account can include multiple admins but only one owner. To set up approval workflows, go to Settings. Then, select Payment approval workflows and click + Add workflow.
It’s easy to add team members to your Melio account. Go to Settings, click +Add in the collaborators section. Fill in their details and assign them a role: Admin, Accountant, or Contributor. You can set up approval terms when adding a new team member.
Owners and the admin can edit or delete existing workflows. You can edit payment amount, payment scheduler, vendors that require approval, and who needs to approve the payment. Changes will apply to future payments and may auto-approve existing payments that previously required manual approval.
Once you’ve added users into roles on your team, you can easily modify them. To edit or remove user roles, navigate to the Settings tab, expand the Manage users section and select the user you’d like to edit or remove. Owners and Admins can edit the user’s role and set the payment amounts that require approval.
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