Who can create an approval policy
Approval policies can be created by Admins or Accountants.
How to create an approval policy
An approval policy is essential on Moss. The approval policy makes sure that requests with different amounts are automatically sent to the person who is in charge of approving the request for the set amount.
Go to "Settings" > "Approval Policies" > "Add new policy"
Give the policy a name and decide for which feature it is (Cards, Invoices, Reimbursements).
Click "+Add a rule" to add the first rule.
Enter threshold amount and who and how many people are able to approve the rule.
To add multiple conditions to a rule, you can click on "+Add additional approval"
Once you are happy with your rule you can add the rule by clicking on "Add rule" in the bottom right corner.
Click "+Add a rule" again to add multiple rules to your approval policy and have multiple thresholds with multiple approval rules.
Click "Save policy"