It would be very helpful to be able to set up a policy for payment release similar to bill pay itself. We don’t need the one approver looking at every $50 transaction, but if we could set a threshold we could add approvers at the lower threshold, or only require release above a certain threshold. Especially since we have many transactions coming in from an IMS that bypass the approval process as they go IMS>QB>Ramp. It would maybe be better too if bills pulled in from QB didn’t bypass approval workflows, or if there were at least an option to require/allow approvals for any bills imported directly from QB
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Thanks for the feedback! We’re working on a policy for payment release, which will allow you to set thresholds and customize the releasors using other properties (eg entity, accounting coding, etc.)
Regarding approval workflows for IMS-imported bills: to clarify, would these be approvals on the bill, or approvals for releasing payment?
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