Payment Approval Threshold

The payment approval threshold is a special permission that allows you to limit payment approval amounts for users in a certain role.

To do this, an administrator navigates to the Global Role Permissions page for the desired role and enters an amount in the Amount Up To field. Users with that role are restricted from approving payments that exceed the specified amount. In the event that a user attempts to approve a payment beyond this threshold, an error message appears and the payment isn't approved.

Set a payment approval restriction:

1. Navigate to the Roles page.

2. Click the menu stacks button next to the desired role.

   Then, click Set Global Permissions.

   A new window appears.

3. In the Payments section, locate the Approve field.

   Ensure that the Approve check box is selected.

   The role must be allowed to approve payments for a payment approval threshold to exist.

4. Enter an amount in the Amount Up To field.

5. When complete, click Save.

   If the Amount Up To field is left blank, no payment approval amount restrictions are applied to the role.