Approval Policies

What it does

A more direct and efficient method of managing AP team expense approvals and spend controls. The new Approval Policies feature in OpenEnvoy combines our Approval Chains and Threshold Management solutions to create dynamic approval structures.

Learn how to establish clear guidelines for approvals to improve efficiency, compliance, and control within your organization.

A more direct and efficient method of managing AP team expense approvals and spend controls. The new Approval Policies feature in OpenEnvoy combines our Approval Chains and Threshold Management solutions to create a powerful, user-friendly solution for ensuring OK-to-Pay process compliance. To create Approval Policies, OpenEnvoy Admins should go into their OpenEnvoy Workspace area and click on the Jobs tab and choose the Teams tab. From there, go to the Approval policies section. Click "Add approver" to get started. Enter an optional threshold amount for the approver, then select a team member from the dropdown in the Approver column. Click Add approver and repeat to build out the full…from openenvoy.com

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