Auto-approve payments to a vendor 😌

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Select when to auto-approve bill payments.

Payments may be automatically approved for certain vendors under a designated spending threshold. To do so, click your business name in the upper-right corner and select Customers & Vendors from the drop down menu.

Next, locate the vendor using the search bar at the top of the page or sorting by contact type. 

Once found, click on the contact's name to display their detailed contact information. 

Under the Auto-Approval section, toggle the bar beside Do not auto-approve for this Vendor so that it turns blue and reads Auto-Approve for this Vendor

To set a spending threshold, click the checkbox beside Only auto-approve below specified amount: and enter the spending amount in the field below. 

 

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