Approve and release with custom rules, access controls, and audit logs.
1. Invite your team to Modern Treasury.
2. Create roles with custom permissions.
3. Add teammates to roles and set up approval rules.
4. Track and manage approvals, controls and audit logs directly through the web app.
Set up rules based on amount, payment method or other payment attributes.
Assign distinct roles as approvers to each rule.
Add as many approvers as you like for single, dual, or multiple payment release.
Notify individual users or roles when their approval is required.