Approvals: Set up approvals

This section takes you from no approvals to a working policy under Settings → Purchasing → Approval Policies. Build the purchase order tiers first, then add deposits and bill payments, tune the rules, and finish by turning on email for every approver so that requests don't sit unseen.

To…	Go to…
build amount tiers and approvers for purchase orders, and test an amount	Set up purchase order approvals
require sign-off before a deposit or a bill is paid	Set up deposit and bill payment approvals
choose whether requesters can approve their own requests, and set reminders and the re-approval tolerance	Set approval rules
decide whether imported, reordered, forecast and dropship purchase orders need approval	Choose which purchase orders need approval
make sure approvers get requests and reminders by email, not only in the app	Get approval requests by email

New to approvals? Read How approvals work first.