Finance teams can now prevent users from approving their own payment requests. With our new self-approval control, approvers who are also the submitter of a card payment, bill, top-up, or reimbursement will have the item automatically redirected to their delegate.
This ensures every approval request is reviewed by someone else—maintaining strong financial controls, without creating extra admin work.
This is rolling out to all customers in the coming weeks.
Key Features
Prevent self-approval: Turn on a switch in the approval rule builder to block users from approving their own submissions
Automatic delegate routing: When self-approval is blocked, items are sent to the submitter’s assigned delegate
Custom settings per payment type: Configure self-approval rules for each payment type (card, bill, reimbursement, top-up)
Optional flexibility: You can also choose to allow self-approvals if appropriate for your business
Benefits
Enforce better financial controls without needing dozens of custom approval rules
Reduce risk of fraud or policy breaches by ensuring independent approvals
Train and support team leads to manage approvals while maintaining oversight
Getting Started
Open the Approval rules screen from Weel
For each payment type, choose whether to Allow or Prevent self-approvals (default is that self-approvals are prevented)
Ensure all approvers have the appropriate delegate set up under the User management page
