How to set up an Approval Rule

In this article, we walk your through the steps required to set up an Approval Rule in Modulr Accounts Payable.

1. Click on Company

 

2. Click on Approval Rules

 

3. Click on View or Edit on Purchase Order, Invoice, Credit  Note, or Payment Run

 

4. Click on Add approver and rules

 

5. Select your approver, or approver group

 

8. Configure your rule type:

 

Amount greater than:

Supplier match:

(Chart of) Account code match:

17. Click on Create rule