> ## Documentation Index
> Fetch the complete documentation index at: https://developers.uqpay.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Approvals

> The merchant dashboard Settings > Approvals page — configure approval rules for bank transfers: set amount thresholds for a per-transfer or daily total limit, choose required approvers, and pick an approval mode (all must approve / a required number must approve).

## What this is

This is the **Approvals** page under account settings (nav path **Settings > Approvals**, subtitle "Configure payment approval rules and multi-admin requirements"). Merchants use it to set approval rules for **bank transfers**: once a single transfer, or the day's total transfer volume, reaches a specified amount, it needs sign-off from a designated approver before it goes through. The page has two sections — **Per-transfer approvals** and **Daily maximum approvals** — for adding manual review to large payments or requiring multiple people to co-sign. This page only **configures rules**; it is not where you approve any specific pending transfer.

## Steps

Open approval settings: go to **Settings** -> **Approvals**.

Add an approval rule:

1. In the relevant section (**Per-transfer approvals** or **Daily maximum approvals**), click **Add rule** on the right to expand the inline form.
2. Set the trigger amount:
   * Per-transfer approvals: fill in **From** and **To** to define the amount range that triggers approval; leave **To** blank for **No limit** (uncapped).
   * Daily maximum approvals: fill in **Threshold** — approval triggers once that day's total transfer volume exceeds it.
3. Choose **Required approvers**: click the **Add approver** dropdown to pick from team members, or choose **Any Admin** (any one admin's approval is enough). Selected approvers are listed as tags; click the "x" on a tag to remove it.
4. Choose **Approval mode**:
   * **All listed approvers must approve** — every listed approver must approve before it goes through.
   * A mode starting with **Any** (shown on screen as "Any {k} of {n} approvers must approve") — not everyone needs to approve; it's enough once the required number of approvers has signed off. When you pick this, fill in the number of approvals required in the adjacent number field (it cannot exceed the total number of approvers added).
5. Click **Save**. The Save button is disabled until at least one approver has been added; click **Cancel** to discard the edit.

Edit or delete a rule: hover over a rule row — a pencil icon (edit) and a trash icon (delete) appear on the right of the row for modifying or deleting that rule.

> The add/edit/delete controls are only visible to members with approval-management permission; members without it can only view configured rules, not change them.

## Fields and statuses

**Two rule sections:**

| Section                 | Meaning (merchant view)                                                                  |
| ----------------------- | ---------------------------------------------------------------------------------------- |
| Per-transfer approvals  | Requires approval when a single bank transfer's amount falls within the configured range |
| Daily maximum approvals | Requires approval when the day's total transfer amount exceeds the configured threshold  |

**Rule form fields:**

| Field              | Meaning                                                                                                             |
| ------------------ | ------------------------------------------------------------------------------------------------------------------- |
| From / To          | The lower / upper bound of the amount range for per-transfer approvals; **To** can be left blank for no upper limit |
| No limit           | Leaving **To** blank means uncapped — any amount at or above **From** triggers the rule                             |
| Threshold          | The trigger point for daily maximum approvals — approval is required once that day's total exceeds it               |
| Required approvers | Who approves — specific team members, or **Any Admin**                                                              |
| Any Admin          | A special approver option representing any one admin's approval                                                     |
| Approval mode      | Either **All listed approvers must approve**, or a mode starting with **Any** requiring a set number of approvals   |

**Trigger-condition wording per rule** (as shown in the rule list):

| Display                 | Meaning                                                                        |
| ----------------------- | ------------------------------------------------------------------------------ |
| Under \$X               | Triggers when a single transfer is under X (only an upper bound is set)        |
| $X – $Y                 | Triggers when a single transfer is between X and Y                             |
| \$X or more             | Triggers when a single transfer reaches X or above (only a lower bound is set) |
| Daily total exceeds \$X | Triggers when that day's total transfer amount exceeds X                       |

**Approval-mode subtitle** (shown below the rule row once saved):

| Display                               | Meaning                                                                               |
| ------------------------------------- | ------------------------------------------------------------------------------------- |
| All approvers must approve            | Every listed approver must approve                                                    |
| Any {k} of {n} approvers must approve | It's enough once the required number ({k}) of the listed approvers ({n}) has approved |

> Amounts in rules are shown in USD (\$) format; only active team members who have joined can be approvers — members who haven't accepted their invite yet won't appear as candidates.

## Edge cases and troubleshooting

* **Can't see add/edit/delete controls**: your account lacks approval-management permission — you can only view rules; ask an admin to grant the permission.
* **The Save button is greyed out and unclickable**: a rule needs at least one approver added; Save is disabled until one is selected.
* **Saving shows "This amount range overlaps an existing rule"**: the new rule's amount range conflicts with an existing one — adjust the From / To range to avoid the overlap, then save again.
* **Can't find someone in the approver dropdown**: only active team members who have joined can be approvers; if they haven't accepted their invite yet, they won't appear — have them complete joining first.
* **Can't enter the required approval count in the by-count mode**: the required number cannot exceed the total number of approvers added — reduce it or add more approvers.
* **Adding / updating / deleting a rule fails**: you'll see "Failed to add rule", "Failed to update rule", or "Failed to delete rule" respectively — retry later or contact support.

## Common questions (Q\&A)

* **Q: Where do I configure approval rules?** A: Account settings -> **Approvals** (Settings > Approvals), with two sections: **Per-transfer approvals** and **Daily maximum approvals**.
* **Q: How do I add approval for large payments?** A: In **Per-transfer approvals**, click **Add rule**, fill in the trigger amount range (e.g. "\$10,000 or more"), choose approvers and an approval mode, then save.
* **Q: What's the difference between per-transfer approvals and daily maximum approvals?** A: The former checks whether a single transfer's amount falls in a configured range; the latter checks whether the day's total transfer amount exceeds a threshold — if it does, approval is required.
* **Q: How do I require multiple people to approve together / co-sign?** A: Add multiple approvers to the rule, then pick **All listed approvers must approve** (everyone must sign off) or a mode starting with **Any** (enough once the required number has approved).
* **Q: How do I choose between "all must approve" and by-count approval?** A: Pick the former if everyone needs to sign off; pick the mode starting with **Any** if a set number is enough, and fill in how many approvals are required.
* **Q: What does "Any Admin" mean?** A: A special approver option representing any single admin's approval — you don't need to name a specific person.
* **Q: Why can't I find a colleague in the approver dropdown?** A: Only active team members who have joined can be approvers; if they haven't accepted their invite yet they won't appear — have them join the team first.
* **Q: Why can't I see the "Add rule" button?** A: Your account lacks approval-management permission — you can only view rules; ask an admin to grant permission.
* **Q: What if saving a rule shows an overlapping amount range?** A: It means the range conflicts with an existing rule — adjust the From / To range to avoid the overlap, then save again.
* **Q: How do I edit or delete an existing approval rule?** A: Hover over the rule row — a pencil (edit) and trash (delete) icon appear on the right; click the one you need.
* **Q: What happens if I leave "To" blank for a per-transfer approval rule?** A: It means no upper limit — any amount at or above the "From" value triggers approval.
* **Q: Can I approve a specific pending transfer on this page?** A: No — this page is only for configuring approval rules; approving an actual transfer happens in the corresponding payment/transaction flow.