# Brex business account payment approvals

Get answers to all of your questions regarding Brex

**URL Source:** https://www.brex.com/support/brex-business-account-payment-approvals

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## Overview

Payment or transfer approvals impact Brex business accounts that have assigned more than one account admin, AP clerks or other users with the [specific product capability](https://www.brex.com/custom-roles). Approvals help you control outgoing fund movement from your checking account.

**Note**: To set up Bill Pay approvals, please refer to [this article](https://www.brex.com/approval-chains).

### For AP clerk-initiated transactions

All payments will require an admin’s approval.

### For admin-initiated transactions

If you are the sole account admin of the account, you will not be able to customize an approval chain and your transactions will not require approval.

If your account has multiple account admins, any account admin can approve inbound or outbound payments created by other admins, and you can even customize the approval chain by following the steps below.

Approval notifications will be sent via a task in your admin’s inbox, an email notification, or a push notification to the Brex app. To review the request in your dashboard, click _Tasks_ > _Transactions_, and select the transaction you’d like to review. Under _Details_, you can _Deny_ or _Approve_ the request.

## Custom approval chains

Account admins and other users with the [specific product capability](https://www.brex.com/custom-roles) can add one or more approvers and customize the threshold amount of your policy for outgoing payments from your checking account.

### Enabling custom approval chains

### In your dashboard

**Step 1: **In your dashboard, go to _Accounts._ Select a Checking account and click _Manage settings.  
  
_**Step 2:** Under_ Settings,_ toggle on _Payment approvals.  
  
_**Step 3: **Set the minimum payment amount that will require an approver and select the user(s) who you want to act as the approver. You can add an approval step or add a threshold to make the requirement more specific. Click _Next_ when you’re done.  
  
**Step 4:** If you would like to make an exception for your approval chain and exclude specific admins of your company from secondary approval, type in their name in the search bar to add them to the exception list. Once completed, click _Next_.  
  
**Step 5:** Review the approval settings and click _Confirm_.  
  
**Step 6: **Another account admin must go to _Manage settings _> _Payment approvals_ and click _Review request_.  
  
**Note: **They’ll also receive an approval request via email, and can complete the next step via the link provided in the email, instead.  
  
**Step 7:** If all looks well to them, they can click _Approve_ to implement the changes. If they choose to _Deny_, the payment approvals will not change.

### Editing custom approval chains

### In your dashboard

**Step 1: **In your dashboard, go to _Accounts > Brex Business Account,_ and select a Checking account. Click _Manage settings_ >_ Payment approvals > Manage_.  
  
**Step 2:** Next to _Payment approvals_, click _Manage_.  
  
**Step 3: **Edit any of the fields that you want to update. You can click the trash icon to remove thresholds, so long as you still have one in place. If you would like to remove an admin from the exception list, click on the trash icon.  
  
**Step 4:** If you would like to make an exception for your approval chain and exclude specific admins of your company from secondary approval, type in their name in the search bar to add them to the exception list. Once completed, click _Next_. If you would like to remove an admin from the exception list, click on the trash icon.  
  
**Step 5:** Review the changes and click _Send review request_.  
  
**Step 6: **Another account admin must go to _Account settings _> _Payment approvals_ and click _Review request_.  
  
**Note: **They’ll also receive an approval request via email, and can complete the next step via the link provided in the email, instead.  
  
**Step 7:** If all looks well to them, they can click _Approve_ to implement the changes. If they choose to _Deny_, the payment approvals will not change.

### Removing custom approval chains

### In your dashboard

**Step 1: **In your dashboard, go to _Accounts_. Select a Checking account and click _Manage settings.  
  
_**Step 2:** Under _Settings _and next to Payment approvals, click _Manage_ > _Turn off_.  
  
**Step 3: **Have a second account admin go to _Manage setting _> _Payment approvals _and click _Review request_.  
  
**Note: **They’ll also receive an approval request via email, and can complete the next step from there, instead.  
  
**Step 4:** If all looks well, they can click Turn_ off_ to disable the feature. If they choose to d_eny changes_, payment approvals will still be required.