Policies
Define rules that control how money moves within your organization.
Overview Of Policies
Policies give your organisation control over how transactions are handled across the platform. Instead of manually reviewing every movement of funds, ...
Policies : Approvals
The Approvals page is where transactions flagged by a policy land when they require manual review before proceeding. Any policy rule with a Require a...
How to Create a Policy
Policies are built from three things — the details that identify the policy, the scope that defines which transactions it monitors, and the rules that...