Viewing approval limits for a Company Policy

View approval limits for each Transaction Type at a company level. These limits are read-only at the Company Policy level, but can be tailored to be more restrictive within the individual User Roles.

To view Transaction Type approval limits

  1. In the navigation menu, click or tap Commercial > Company Policy. The Company Policy page appears.
  2. In the Overview tab, click or tap the desired Transaction Type. The Allowed Actions tab appears with the defined Allowed Actions for that Transaction Type.
  3. Click or tap the Approval Limits tab to see a list of limits. The limits will vary depending on your configuration.