Approval rules: who signs off

You'll see how to put a second pair of eyes on the payments that need one. A rule covers the roles or the people you pick — everyone outside it is unaffected. We'll start with what you already have by default: teammates who cannot send money on their own wait for one sign-off from someone who can.

Then a live demo in the product — a rule built end to end. Pick who it applies to, a role or a named person. Then pick who approves, and in what order: up to three steps, and up to three sign-offs inside a step, each one a role, a person, or a list to choose from. Nobody approves their own payment, and no one signs the same payment twice.

The last ten minutes are yours. Bring your own team and we'll answer how a rule for one person sits with the rule for their role, what happens to payments already waiting when you change a rule, and where a payment goes if its approver has left.

Oisin Connell, Sales Director
Where one person's say-so stops being enough as a team grows, and which payments other companies put through a second pair of eyes.

Max Bochkov, Product Manager
A live demo of approval rules in the product — building a rule, adding steps, and what an approver sees when a payment reaches them.

Twenty-five minutes, in English: a short walkthrough of what approval rules change for a growing team, a live demo in the product, and Q&A.

It is for owners, admins, CFOs and finance managers who answer for what leaves the company account. Only owners and admins can create or change rules — the people a rule covers cannot rewrite it. In this version a rule is matched by who starts the payment, a role or a named person, not by the amount, so payments that need more scrutiny get a longer chain instead.