This article is relevant for: Core subscribers, Boost subscribers.
Melio lets Core and Boost subscribers assign roles and permissions to team members, so that the business owner and admins can approve payments that exceed a certain amount.
When such payments are scheduled, the admins get an email requesting approval.
If you schedule a payment that requires admin approval and also requested the vendor’s payment details, it will be sent to the admin for approval first.
Once approved, the request will then be sent to the vendor so they can add their payment details.
Note: Are you subscribed to the Go plan?
Setting approval workflows is a premium feature. To add more team members and create and manage approval workflows, start by upgrading your plan.
Have any other questions? Contact our support team here.