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How to manage budget top-up auto-approvals with Prevent self-approval

  • Updated

Prevent self-approval stops budget top-up requests from auto-approving when the requester is also the approver, redirecting them to that person's Approval delegate instead.

Before you start

  • You'll need Owner, Admin, or the "Add and remove people" permission to view or change someone's Approval delegate.
  • Reassigning a delegate to someone other than the account Owner needs a Premium or Enterprise plan.

Steps

Previously, a budget top-up requested by an Admin, Owner, or Budget Owner who was also the approver auto-approved. Now, Prevent self-approval is on by default for the Budget top-ups rule, so those requests redirect automatically to the requester's Approval delegate instead, the same way whether the request comes from the web app or the Weel mobile app. Prevent self-approval works the same way across every payment type that has an Approval Rule, not just top-ups.

Making someone a Budget Owner doesn't change this. Budget Owner status controls who can approve a budget's items, not whether Prevent self-approval fires. If a Budget Owner is also the requester, their top-up still redirects to their delegate. Every plan, including Basic, has a Budget top-ups rule with Prevent self-approval already on it. Only Premium and Enterprise plans can add further custom approval rules alongside it; no plan is without approval rules altogether.

If budget top-ups have stopped auto-approving for someone and you want them to go through, pick one of the following.

Option 1: Keep Prevent self-approval on and set the right delegate (recommended)

  1. Go to User Management > People.
  2. Open the profile of the person whose top-ups aren't auto-approving.
  3. Open Delegation settings and check their Approval delegate.
    • Web app only; defaults to the account Owner (the same field used for out-of-office redirection, though Prevent self-approval always applies, not just when someone's out of office).
  4. To send these requests to someone else instead, assign a new Approval delegate here.
    • Premium and Enterprise plans only. On Basic, the delegate is always the account Owner and can't be reassigned.

Option 2: Turn off Prevent self-approval for Budget top-ups

  1. Go to Approval Rules > Budget top-ups.
  2. Turn off Prevent self-approval.
    • Restores the previous behaviour: a self-submitted top-up auto-approves again, on every plan including Basic.

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