How Can I Create an Approval Rule?

Approval flows, also known as approval chains, are essential tools that help you manage payments and employees’ fund requests effectively.

They ensure that every transaction in your company goes through the appropriate channels, aligning with established company policies.

This process reduces the risk of errors and unauthorized spending, providing you with greater control and transparency over financial activities.

Here’s how to create approval flows on your Bujeti account:

Step 1: Log in to your Bujeti Dashboard, navigate to the sidebar and click on Compliance.

Step 2: Select approval rules and click on the create new rule button.

Step 3: Input the Rule Name and set the Rule Conditions. 

You can customize the rule conditions to fit your business needs by using the following options:

• Amount: Set rules based on the transaction amount. For example, require additional approval for transactions over a certain threshold.
• Account: Specify the accounts for which this rule applies, ensuring that only certain transactions need approval.
• Budget: Link the rule to specific budgets, helping to control spending within allocated limits.
• Category: Apply rules to specific spending categories, such as travel or office supplies, to ensure appropriate approvals.


• Vendor: Set conditions based on the vendor, which can be useful for managing high-risk or high-value supplier relationships.

Step 4: Select the individuals you want to assign as approvers for the transactions.

Step 5: Click on Create.

Your approval rule is now set! You can create different approval rules for various transaction types on Bujeti.

Note: You can always edit or update the rules you’ve created to adapt to changing business needs.You can also see how to set up policies here.