Decide what needs approval
By default, changes apply at once and can be undone; entries of $5,000 or more, reopening a month and sending outside the company wait. An owner can make more wait on Approvals › Rules.
Steps
Step 1: Open Approvals and pick the Rules tab (or Settings › Approval rules).
Step 2: Set Apply automatically under ($), $500 by default, and Owner approval over ($), $5,000 by default.
Step 3: In the table, pick Apply, Approval, Owner approval or Never for each kind of change, for People, Accountable AI and Agents.
Step 4: Press Save rules.
Rules by amount and role (Holding)
Step 1: Open Company security › Approval rules.
Step 2: Press Use the suggested rules, or Add rule.
Step 3: Pick Applies to, From, Up to, Who can approve and Approvals needed (1 or 2, optionally From two different roles).
Step 4: Press Review, then Save rules.
Good to know
- The defaults are the guardrails: every row is Apply, except Reopen a month (Owner approval for Accountable AI and agents), and entries at or over the Owner approval amount always wait for an owner.
- Anything in a closed month is always Never: an owner reopens the month first.
- Only an owner can change the rules.