Search & Filter Approval Policies

Overview

You can now search and filter your invoice approval policies by user email, policy name, role, or policy scope (Account, Company, Group, or Location).

This helps you quickly discover who is involved in which policies - especially helpful when managing approvers, resolving access issues, or cleaning up outdated policies.

Availability

• Available to all customers with Approval Policy Feature enabled

• Users must have permission to view or edit invoice approval policies

• Find it under Settings → Invoice Approval Policies / Payment Approval Policies

How It Works

Search Options:

• Search by Policy Name

• Search by User Email

  • Results show policies where the user is an Approver, Fallback, or Stand-In

  • Role tags (e.g. Fallback Approver) are displayed for clarity

Filter Options:

You can filter policies by:

• Applies To: Account, Company, Group, or Location

• Role: Only show policies containing a specific role

• Status: Enabled / Disabled policies

Other Notes:

• Filters work in combination (e.g. filter by Company + Role)

• You’ll see a badge showing how many filters are applied

• You can reset filters anytime using “Clear All”

FAQs

Q: Can I search for inactive users?

Yes. if the user is still linked to a policy, they will appear in search results (tagged as Inactive if applicable).

Q: Does it support searching for a user who is a Stand-In or fallback approvers specifically?

Yes. If a user is added as a fallback or stand-in, that will be tagged in the results automatically.

Q: Do filters respect the location I selected in the top-left dropdown?

Yes. Filters are scoped based on your current group/location view.

Q: Can I use this for Payments Approval Policies too?

Yes. The same search and filter experience has been extended to Payments Approval Policies too.

Additional Information

For further assistance, contact Ottimate Support by emailing Support@ottimate.com or clicking here.