FEATURE FAQS

Why isn’t an approval rule triggering when it should be?

There are a number of different reasons why an approval rule may seem to not be triggering when it should be. Here are some common settings to review when an approval requirement doesn’t seem to be working properly:

  • Click on the dropdown menu at the top-right of the screen, select “Manage Branch”, and then select the “Branch Profile” tab from the panel on the left. Ensure that all of the “Users must select” options are enabled to ensure that the lack of these selections on transactions are not causing the approval rule to be bypassed
  • If certain users are in charge of approvals, but should still have their approval granted for transactions that match their approval criteria, ensure that the “Approvers must approve their own transactions.” option is selected for each approval they’re in charge of. Alternate approvers are also affected by this setting.

FEATURE FAQS

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