How do I add custom approval rules and/or auto approvals?

You may edit existing or create new approval rules within Center at any time. Setting up an approval rule will tell Center how to route expenses for approval. Center also provides the ability to set up auto-approvals.

Only one rule can be applied per expense. 

 How to set up a new approval rule:

1. Log into the CenterCard web app and click on the "Admin" tab in the top navigation bar

2. Click "Custom Approval Rules"

3. Click "+ New approval rule"

4. Select Effective Date

5. Add conditions, exclusions, add any additional approvers and hit "Save"

How to edit an existing approval rule:

1. Log into the CenterCard web app and click on the "Admin" tab in the top navigation bar

2. Click "Custom Approval Rules"

3. Click the three dots next to the Rule Description

4. Click "Edit"

5. Make desired changes in editable fields and hit "Save"

 How to set up an auto approval:

1. Log into the CenterCard web app and click on the "Admin" tab in the top navigation bar

2. Click "Custom Approval Rules"

3. Click "+ New approval rule"

4. Add any desired conditions or exclusions. 

5. When choosing "Then" statement, choose "automatically approve the expense"