Approval Rules for Reviewers

As described in the Approval Rules Overview, Administrators you can set up rules to specify Payment Orders or External Accounts that require human review. Multiple rules can trigger, resulting in sequential approval chains.

As a reviewer, you can be notified about objects that require your review. You can approve or deny them, resulting in:

• Payment Orders: If all reviewers approve a Payment Order, it’s status will transition to Approved and be sent to the bank for processing. If any reviewer denies a Payment Order, it’s status will transition to Denied and not be sent.
• External Accounts: If all reviewers approve an External Account, it’s status will transition to Approved, and Payment Orders can successfully occur. If any reviewer denies an External Account, it’s status will transition to Denied, and Payment Orders with this External Account will not be successful.

The following guides describe Reviews and Notifications in more detail.