What does Enable approvals do?
When you turn on Enable approvals, purchase orders move through an approval step before they're ready to send to your vendor. Here's how it works:
A Manager or Admin creates a sales order. When it's submitted, the order enters a Pending approval state and stays fully editable while it waits.
Once the purchase order is submitted for approval, the vendor is locked and can no longer be changed — even while the order is still in the Pending approval state.
An Admin then reviews it and can take one of three actions:
Approve, which locks the fields that affect cost or value and moves the order to Open
Reject, which requires a reason and keeps the order editable so it can be revised and resubmitted
Reset to pending approval, which reopens an already-approved order for edits and sends it back through the approval step
Only Admins can approve or reject a purchase order. Managers and Admins can both create one.
📘 Digit Tip: Enable approvals is currently a beta capability, so it may not appear in every account yet. Reach out to your Customer Success Manager if you'd like it enabled.
What does “Only require approvals for orders at or above” do?
This sets a dollar threshold for when approval is required.
Orders below the threshold move forward automatically.
Orders at or above it need an Admin's approval before they can proceed.
If you leave this field empty, every purchase order requires approval, regardless of value.
ℹ️ Note: This setting only applies once Enable approvals is turned on.
Your purchase order defaults are set up
With these settings configured, your purchase orders will follow the approval and threshold defaults that fit how your team works.
If you have additional questions, please reach out to your Customer Success Manager or contact us at [email protected].