Configure approval policies

Create approval rules, choose reviewers, and check how invoices will be routed.

Understand the policy matrix

Open Settings > Company > Approval policies. Separate tabs manage invoice approval, invoice review, email review, and the fallback approver. Policies are evaluated in the order shown.

Create or edit a policy

1. Select the correct tab. Choose the job you intend to route before selecting Create policy.

2. Name the policy and add conditions. Choose fields through the field picker and express only the business conditions needed for the policy. Use exceptions when a condition should apply to most values except a defined set.

3. Add approval stages. Select employees or groups and set the required stage behavior. Put sequential decisions in separate stages.

4. Choose how matching policies combine. An additive policy can contribute stages alongside other matches. An exclusive policy stops lower-priority policies once it matches. Review the order whenever you use an exclusive policy.

5. Save and check a new invoice. Policy changes apply when Clerked calculates a new route. They do not rewrite approval stages already in progress on an invoice.

Pause or remove a policy

Use the power control to deactivate a policy without deleting it. Delete only when the rule is no longer needed and its history has been reviewed.