Program administrators can set up a workflow process to require the approval of transactions created by their cardholders. The workflow process is controlled by approval rules defined at the hierarchy level. For a given hierarchy, you can specify how many levels of approval a transaction requires, require additional approval levels for transactions that exceed a certain amount, and configure schedules for sending email notifications to cardholders and approvers.
To view transaction workflow rule settings:
Select Administration > Hierarchy > Settings > Transaction Workflow Rules.
Enter the hierarchy ID in the Hierarchy ID field, or click the link and select a node from the hierarchy tree.