Choose whether self-approvals (when the requester and approver are the same person) get redirected to a delegate or approved automatically, using the Prevent self-approval setting in Approval Rules.
How self-approvals work
The Prevent self-approval toggle applies to every rule within the payment type you select, across all payment types that have an Approval Rule: Budget top-ups, Invoice payments (Bills), Reimbursements, Card payments, Batch invoice payments, Credit notes, and Purchase Orders.
- On (default for most payment types): Weel redirects the self-approval to the requester's delegate approver, the same delegate used for out-of-office (OOO) cover, so people can't approve their own requests. If no one has set a delegate, it defaults to the account Owner.
- Off: Weel approves the self-approval automatically, so the requester can proceed without extra sign-off.
Later steps in the workflow still follow your approval rules either way.
New custom rules default to Prevent self-approval On. Two exceptions: Weel's default Batch Payment and default Credit Note policies start with it Off, because the Owner is the sole approver on those, and turning prevention on would leave the rule with nobody able to approve. Add other approvers or edit the rule, then switch it on as normal.
Steps
Configure the Prevent self-approval setting
- Go to Approval Rules in the Spend Management menu.
- Select the payment type you want to update.
- In the rule drawer, find the Prevent self-approval toggle at the top.
- Turn it on or off. You can change this anytime.
Update delegate approvers
- Go to User Management and open the People tab.
- Open the person's profile and go to Delegation settings.
- Set or update their Approval delegate.
Until someone assigns a different delegate, every person's default delegate approver is the account Owner.