Log in to your dashboard from admin.qashio.com
Navigate to 'Approvals' on the left-hand side sub-menu > Click on 'Actions' > Click on 'Add Approval Policy Groups'
Start by selecting the type of policy you want to create: Card approval, Pool Account fund approval, Card fund approval, reimbursements, rewards transfers, Invoice approval:
Card Approval - users can request to issue a new card for themselves or one of their employees through the mobile app. This policy type dictates who approves that creation request based on the requester.
Fund Approval - users can request additional funds on a card via the mobile app. This policy type dictates who approves this request based on the requester and requested amount.
Pool Account Fund approval - users can request additional funds on a Pool Account via the mobile app. This policy type dictates who approves this request based on the requester and requested amount.
Post Transaction Approval - users can review transactions after they have been made. They can reject, or approve as per company policy. This policy type dictates who approves the transactions after they have happened.
Next, you will select who that policy will apply to. You can create one blanket policy that applies to All Departments by selecting All Dept? > Yes. To apply a policy to specific department(s), choose All Dept? > No which will populate a dropdown box that allows you to select one or multiple departments.
Finally, you will add a Description which will allow you to identify and differentiate the policies - For Example, an operations department policy group could be: Operations Fund Approval. This is internal to you and you may choose to put any description you would like.
Once you have set Who the policy will apply to, next you will create the rules associated with the policy. You can create one or multiple rules for each policy.
Start by creating your first Approval Policy Range by first adding a description. This is an internal description you can use to identify the policy. Add the upper limit of the policy, using 0 for an unlimited policy and then select the approvers.
Each approver layer can consist of one or multiple people. To add additional layers of approver, click on 'Add Approvers Layer'.
To add an additional policy range click 'Add Policy Range' and enter the details of that range. Once you have finished adding your policies, just select 'Create' to apply those policies.
In the example below we are creating a Fund approval policy that applies to requests for funds from 0 to 2000 which the Manager of the Department is authorised to approve. The second policy range applies to all amounts above 2000 and has 2 layers of approval, the first is the manager, the second is either Armin or Lydia.
Some important things to note:
1. If you have created a blanket policy that applies to all departments and then create department-specific policies, the department policies will override the 'All Departments' policy.
2. Where you are selecting Manager as an approver for a department, please ensure you have assigned a manager to that department.
3. Where you have created a group of people as an approver layer, the approval will be sent to all approvers at once, and the first one to action it will be listed as the approver.
All approval requests with their status can be viewed from the 'Requests' section of the admin dashboard.
