Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

Configure approval thresholds for accounts payable bills based on bill amounts at the in-app route /fa/settings/approvals.

​
Overview

This screen allows administrators to configure bill approval thresholds for the organization. It renders the ApprovalThresholdsTable component within a card titled “Bill Approval Thresholds.” The card description reads: “Define approval requirements based on bill amounts. Bills above these thresholds require approval before posting to the general ledger.” The page title is “Approval Settings” and it loads the organization via useOrganization.

​
Who it’s for

Required permission: FA_PERMISSIONS.APPROVAL_SETTINGS_ADMIN which resolves to fa.approval-settings.admin (enforced at the route via RequirePermission).

​
Before you start

  • You must have the fa.approval-settings.admin permission.
  • An organization must be selected and loaded.

​
Steps

1

Navigate to Approval Settings

Go to /fa/settings/approvals via Finance & Revenue Settings.
2

Review current thresholds

The ApprovalThresholdsTable displays existing threshold rules for the organization.
3

Add or modify thresholds

Use the table controls to add new thresholds or edit existing ones.

​
Key concepts

  • ApprovalThresholdsTable — component rendering the threshold configuration UI
  • FA_PERMISSIONS.APPROVAL_SETTINGS_ADMIN (fa.approval-settings.admin) — required permission
  • Bill approval threshold — a dollar amount above which a bill requires approval before GL posting

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/ApprovalThresholdsPage.tsx