Auto-Approval Thresholds
Configure automatic approval for low-risk invoices to streamline processing and reduce approver workload.
When to Use Auto-Approval
Section titled “When to Use Auto-Approval”Auto-approval works well for:
- Low-value invoices below a defined threshold
- Invoices from trusted vendors
- Recurring invoices with consistent amounts
Configuring Auto-Approval
Section titled “Configuring Auto-Approval”Global Settings
Section titled “Global Settings”Navigate to Tapr Settings > Workflow tab to configure:
| Setting | Description | Default |
|---|---|---|
| Enable Auto-Approval | Master switch | Disabled |
| Amount Threshold | Maximum amount for auto-approval | 500 CHF |
| Trusted Vendors Only | Limit to approved vendor list | No |
Auto-Approval Decision Flow
Section titled “Auto-Approval Decision Flow”Invoices follow a simple evaluation process: amounts at or below the threshold proceed to automatic approval, while higher amounts route to the standard approver queue.
Example Auto-Approval Rules
Section titled “Example Auto-Approval Rules”Low-Value Office Supplies
Section titled “Low-Value Office Supplies”Auto-approve office supplies at or below 200 CHF from vendors in the “Office Supplies” category.
Utility Invoices
Section titled “Utility Invoices”Auto-approve recurring utility invoices from approved providers when amounts stay within 10% of previous invoices.
Audit Trail
Section titled “Audit Trail”Auto-approved invoices maintain complete records showing system approval, timestamp, applied rule, and conditions satisfied for compliance tracking.
Security Considerations
Section titled “Security Considerations”- Start with conservative thresholds and increase gradually
- Vet vendors carefully before adding to trusted lists
- Monitor exceptions and watch for split invoice patterns
- Conduct quarterly audits of auto-approved transactions
Anti-Fraud Measures
Section titled “Anti-Fraud Measures”The system includes safeguards such as split invoice detection, threshold creep alerts, vendor anomaly identification, and amount spike flagging to prevent abuse.