How to setup approval workflows for payables

Create draft payments to be reviewed and approved by another user.

To set up dual approval workflows for payables, the account owner needs to set user permissions. 

The three user permission levels are 

  1.  Owner: Full access;

  2. Admin: Access to everything except adding users or API tokens;

  3. User: Restricted access and payables require approval from the admin or owner;

By assigning the 'User' permission level to one of your account users, all payables they create will go into a draft mode.

'Owner' and 'Admin' level users will then receive an email notification to review draft payments before they are sent out.

For detailed instructions on how to set user permissions, view this article


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