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What’s the difference between single-step and multi-step approval rules?

Michael Tan avatar
Written by Michael Tan
Updated over 3 weeks ago

Single-step rule: Allows you to set one layer of approval for a transaction or request.

  • Essentials Plan: The Owner can create a rule requiring approval from another Owner (this plan only allows Owners).

  • Plus Plan: The Owner or Admin can set a single approval layer for any role on the account (Owner, Admin, Accountant, AP Clerk, Employee).

Multi-step rule: Allows you to set multiple layers of approval in a specific order.

  • Pro Plan: The Owner or Admin can create a sequence of approvals involving any roles on the account (Owner, Admin, Accountant, AP Clerk, Employee).

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