FAQ
How do approval policies work?
Policies gate document submissions by type, threshold, and approver — submitted documents sit in pending_approval until decided.
Last updated 26 May 2026
Each policy specifies a document type (bill, sales_invoice, purchase_order, purchase_request, payment_run, bad_debt, expense), an optional total threshold (e.g. only over £5,000), an approver (by user, role, or relationship like "manager of raiser"), and an SLA in hours. When a document is submitted, the engine picks the most-specific matching policy and raises an approval request in the approver's Inbox. The document stays in pending_approval until they Approve or Reject. A default policy is seeded on tenant creation for BACS payment runs — any owner or accountant other than the raiser can approve.