This is an add-on feature available for an additional charge. Contact Airbase Customer Success team for details on pricing.
Airbase Approval Policies are a set of rules that define who approves an Airbase User’s Virtual Card or Purchase Order request. It makes the pre-approval process simple and transparent.
Advanced Approval Policies are highly flexible. It can mirror the complex and specialized approval workflows set up in your organization.
Advanced approval policy comprises of Rules. Each Rule can be designed as one or more ‘When… then…’ statements called Conditions.
Here’s an example of an Approval Policy:
As per the example above, when a User from the Finance team requests a Recurring Virtual Card, it needs to be approved by the first, second, and third approvers. The Approvers will be notified in the same order.
If Single Approval Limit is defined for the User Role, it will override the Approval Policy.
Say Jane is the Head of Marketing, with Single Approval Limit configured for her role, is allowed to create cards up to $1000 per year.
If the spend requested by Jane is above $1000/year, the Approval Policy will kick in. If the spend requested is below $1000/year, the Approval Policy will be overridden.