Approval Limits

Overview

Approval limits determine the total amount of a transaction (e.g. purchase order) that a user can approve.  To access approval limits click the gear icon at the top right, then click "Approvals" in the left menu. To sort the list of approval limits click on the column header name for the criteria you want to sort by.

Adding approval limits

To add approval limits complete the following steps:

  1. Click on the gear icon at the top right
  2. Click on "Approvals" in the left menu
  3. Click on the "Edit" button at the top of the page
  4. Click on the "+" button under the limits table
  5. Enter a name and amount for the approval limit
  6. Click the "Save" button at the bottom of the form 

Editing approval limits

To edit approval limits complete the following steps:

  1. Click on the gear icon at the top right
  2. Click on "Approvals" in the left menu
  3. Click on the "Edit" button at the top of the page
  4. Click on the approval limit that you want to edit
  5. Make changes and then click on the "Save" button at the bottom of the form

Deleting approval limits

To delete approval limits complete the following steps:

  1. Click on the gear icon at the top right
  2. Click on "Approvals" in the left menu
  3. Click on the "Edit" button at the top of the page
  4. Click on the "X" at the right of the approval limit you want to delete
  5. Click on the "Save" button at the bottom of the form

Note that approval limits that are tied to people cannot be deleted.