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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.

Written by Ireland Dunham

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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