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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It would be super helpful to have these thresholds and custom release functions added, quite surprised it has not been included sooner, as it would make it much easier to control the payment release approvals separate from the bill approvals.
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