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Customize your Auto-Approve Threshold

The auto-approve threshold automatically approves carrier invoices that fall within a specified variance from the expected amount, reducing manual reviews for minor discrepancies.

Mackenzie Tito avatar
Written by Mackenzie Tito
Updated over 3 weeks ago

Setting up your Threshold

  1. On the top right hand of the Invoice Table, click on "Auto Approve Threshold: $0.00"

2. At the bottom of your Company Settings page, you’ll find the Invoice Settings section. Here, you can set the threshold for automatically approving invoices. Most customers set this at around $10, which typically works out to about 1–10% of an invoice amount, depending on its size.

With your auto-approve threshold in place, you’re all set - eligible invoices will automatically approve, saving you time while keeping the focus on only the discrepancies that matter.

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