Approval workflows are useful if you want all virtual card requests for supplier payments exceeding a certain threshold to be subject to approval by one or multiple line approvers before a virtual card can be created.
It is possible to have a one or two-tiered approval workflow, depending on your preference.
To set up a two-tiered approval workflow, create Approver 2 first.
Next, create Approver 1 and assign Approver 2 as the Approver. If only a one tier approval is required there is no need to assign an Approver 2 to the Approver 1 profile.
Then create the deployer, to activate the Approval workflow you must assign Approver 1 as the Approver.
Once Approver 1 has been assigned to the deployer’s profile, you can choose the threshold level you want the approval workflow to be activated.
Scroll to the bottom of the user profile and click Card Pool Access.
Enter the threshold amount and click Save Changes to activate the approval process.
If the deployment amount exceeds both the deployer’s and the Approver 1’s threshold, the request must be approved by both Approver 1 and Approver 2 before the deployment is created.