How do the steps within Review Policies work?

Each Review Policy can be split into different dollar value ranges, and route transactions differently within the ranges. Each range is independent. As an example, consider the below policy:

• Below $200, no transaction review is required;
• Between $200-$500, the transaction is routed to the individual’s direct manager for review;
• and above $500, the transaction is routed to the CFO for review.

A transaction for $650 would be routed to the CFO only, and would bypass the individual’s direct manager.

How do I support multiple reviewers?

You can set up different steps within each range. Using the above example, you could specify that between $200-$500, the transaction should first be routed to the individual's direct manager, and then a subsequent step routing it to the CFO.

How do I support alternative reviewers?

You can allow multiple people to view a request simultaneously, and allow either of them to review the transaction. Using the above example, you could specify that between $200-$500, the transaction should be routed to the individual's direct manager or to the CFO within the same step.