Need to adjust who approves payments or change the conditions that trigger approval? You can easily modify your existing approval workflows at any time. Whether you need to update payment amounts, change approvers, or adjust vendor requirements, follow the steps below to edit your workflow.
1- Sign in to your account.
2- Select Settings from the top of the screen.
Alternatively, you can open the Approvals tab and select Manage approval workflows.
3- Under the Company section, select Approval workflows.
4- Find the workflow you want to edit and select the three dots icon.
5- Select Edit workflow from the dropdown list.
6- Make the necessary edits.
7- Select Save workflow.
8- In the confirmation pop-up, select Confirm changes to finish.
That's it! You successfully edited the approval workflow.