Payment rules let you keep control without approving everything yourself. Only owners and admins can change them. Find them under Settings, then Payment rules.
- Daily limit: the most your team can send in a day, in total. A payment that would go over it is blocked until the next day.
- Approval threshold: payments above this amount sent by members wait for an owner or admin to approve them first. Owners and admins can send without approval.
- Receipt threshold: card payments at or above this amount need a receipt. See Receipts inbox and receipt rules.
Limits are measured in one currency that you choose. Payments in other currencies are not checked against them. Leave a limit blank for no limit.
Approving a payment
- Open Approvals. Held payments are listed with who sent them, the amount and the beneficiary.
- Check the details, then approve or reject.
- An approved payment is sent; a rejected one is not, and the sender is told.
The same rules apply to payments prepared by Athena: it cannot go around a limit or an approval, and it never sends until the person confirms.