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Approval & Policies
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Signing up to Paytron
Signing up
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Managing your subscription
General FAQs
Verification
Overview
Dashboard
Approval & Policies
Creating and editing policies
Overview
Bills
Rules
Payments
Payments - International ( FX )
Invoices
Beneficiaries
Batch
Partial
Cards
Getting a card
Credit limits
Fees and costs
Travelling
Features
Expenses
Accounts ( Wallets )
Accounts - Wallets
Accounts - Deposits / Withdrawals
Convert
Accounts - Direct Debits
Reporting
Third party integrations
Xero integration
Netsuite
Employment Hero
Teams
Setup
User
Budgets
Account funding
Fund by card
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Help Centre
Approval & Policies
Paytron
Signing up to Paytron
Signing up
Verifying your business and Identity
Pricing
Managing your subscription
General FAQs
Verification
Overview
Dashboard
Approval & Policies
Creating and editing policies
Overview
Bills
Rules
Payments
Payments - International ( FX )
Invoices
Beneficiaries
Batch
Partial
Cards
Getting a card
Credit limits
Fees and costs
Travelling
Features
Expenses
Accounts ( Wallets )
Accounts - Wallets
Accounts - Deposits / Withdrawals
Convert
Accounts - Direct Debits
Reporting
Third party integrations
Xero integration
Netsuite
Employment Hero
Teams
Setup
User
Budgets
Account funding
Fund by card
Approval & Policies
A guide to using Paytron's approval workflows for your payments, expenses, and more
Transition guide for Approval Workflows (16th-17th December upgrade)
Creating and editing policies
How to set up an Approval policy
Using "steps" to create multi-level approval policies
Using "conditions" in approval policies
Overview
Approval workflows summary
Example Approval Policy Setup
