Approval rules
In simple words
Approval rules is part of Finance. Thresholds and approvers. This guide takes you through it in 4 short steps.
Where it fits in your work — Reconcile & report. Match bank and cash, then read profit & loss, balance sheet, cash flow and tax reports.
Before you start
- You need to be signed in to your company's workspace. Finance appears in the Workspace dashboard and in the left menu when your role includes it.
- What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
- Approval rules belongs to Control & settings in Finance. Thresholds and approvers.
Step by step
- 1
Step 1
Open Finance
Sign in and open the Finance panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.
- 2
Step 2
Open “Approval Configuration”
In the left menu of Finance, open the page called “Approval Configuration” (some pages sit inside a menu group — click the group to expand it).
- 3
Step 3
Read the list
Each row shows:
- From
- Can move to
- 4
Step 4
Done
Thresholds and approvers.
Tips
- Click a row to open that record and see all of its details.
- If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.
Quick recap
Open Finance → Open “Approval Configuration” → Read the list → Done
What it connects to
CRM & Sales
Won clients become customers you can invoice.
Projects
Milestones raise invoices; project costs feed profitability.
HR & Payroll
Payroll runs and salary payments arrive from HR.
Procurement & Assets
Matched vendor invoices become payables.
Training
Student fees and receipts.
What you will see on this screen
These are the parts of the Approval Configuration screen, exactly as they appear in the product.
Columns in the list
- From
- Can move to
Why use Finance
Finance replaces accounting & invoicing software, on the same login and the same data.
- Books that close faster, from live transactions
- Customers pay online straight from the invoice
- Salary, vendor and project money posts itself — no re-entry
- Reports your accountant can use as they are
Who uses Finance
Finance managers
Approve payouts, watch cash flow and close periods.
Accountants
Post, reconcile and report from the ledger.
Collections & receivables
Send invoices and payment links and chase what is overdue.
Auditors
Read-only access to reports and the audit trail.
More in Control & settings
Approvals
Route money movements for sign-off
Chart of accounts
Your own account structure
Fiscal periods
Open and close periods
Numbering
Document number series
Tax configuration
GST and tax rates
Exchange rates
Multi-currency support
Payment methods
Accepted ways to pay
Asset expenses
Link spending to company assets
FAQs
Common questions.
About Approval rules and Finance.
I cannot see Approval rules in the menu.
Your role may not include it. Ask your workspace owner to open Workspace → Users and give your role access to Finance.
Can I do this on my phone?
Yes. SelfRun AI works in the browser on any device and can be installed as an app on Android, iOS and desktop, with the same screens and the same data.
Does this cost extra?
No. Approval rules comes with the Finance panel, and every panel is included in every plan.
What is SelfRun AI?
SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.
Do I need to use every module?
No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.
Is there a free plan?
Yes. The Free plan is free forever for one person and includes every panel and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.