Open Approvals Configuration
From the left navigation menu, click Admin.
At the top of the Admin page, click Configuration.
In the left-side configuration menu, click Invoicing, then select Approvals.
This opens the Approvals Config page.
Configure Two-person Authorisation
The Two-person authorisation section controls when a bulk action needs a second user to approve it.
When a bulk action crosses the configured thresholds, the action is placed in the pending approvals inbox. A second user with the authorised approver role must approve it before it runs.
Turn on Require two-person auth for bulk void if bulk claim-void operations should require a second user approval.
Set Approval Thresholds
Set the thresholds that decide when two-person approval is required.
Available fields include:
Dollar Threshold
The total dollar value across the bulk action above which two-person approval is required.Row-Count Threshold
The number of rows in a single bulk action above which two-person approval is required.Approval Timeout
How long an approver has to act before the pending request auto-expires.Authorised Approver Role
The role allowed to approve a pending bulk action.
In the screenshot, the authorised approver role is set to Administrator.
Click Save after updating these settings.
Choose Whether to Permit Self-approval
Use the Permit self-approval toggle to control whether the requester can approve their own pending request.
When this is turned on, the person who created the request can also approve it.
Most organisations should leave this setting off to keep the approval process independent.
Click Save after changing this setting.
Configure Bulk Action Safety
The Bulk action safety section controls hard caps and rate limits that help protect the system from large or repeated bulk operations.
These settings reduce the risk of accidental bulk changes or runaway requests.
Available fields include:
Bulk Operation Row Cap
The maximum number of rows allowed per bulk request. Anything above this is rejected.Bulk Email Rate Per Second
The outbound email throttle for bulk send operations.Single-Action Confirm Threshold
Shows a confirmation modal before any single action above this dollar value.Auto-deny duplicate idempotent requests
When turned on, duplicate bulk requests with the same idempotency key but a different body are refused instead of executed.
Click Save after updating these settings.
Reset Settings to Default if Needed
Each configuration section includes a Reset to default option.
Use this if you need to restore the original default settings for that section.
After resetting, review the settings carefully and click Save if required.
Important Notes
Two-person authorisation helps protect high-risk bulk claim actions.
Bulk actions that cross the configured threshold are sent for approval before they run.
The Authorised Approver Role controls who can approve pending bulk actions.
Permit self-approval should usually stay off unless your organisation specifically allows it.
Bulk action safety settings protect against large or repeated operations.
Each section has its own Save button.
Click Save in the section you changed before leaving the page.
Troubleshooting
If a bulk action is waiting for approval:
Check whether it crossed the Dollar Threshold.
Check whether it crossed the Row-Count Threshold.
Confirm that a user with the Authorised Approver Role is available to approve it.
Check whether the approval request has expired.
If a user cannot approve a request:
Confirm they have the correct approver role.
Check the Authorised Approver Role setting.
Make sure the approval request has not timed out.
Ask an administrator to review their permissions.
If a bulk action is rejected:
Check the Bulk Operation Row Cap.
Check whether the request is a duplicate idempotent request.
Review the action details before trying again.
If confirmation prompts appear unexpectedly:
Review the Single-Action Confirm Threshold.
Check the dollar value of the action being performed.
Update the threshold if needed.