Limits and Behaviour - Commercial

Learn how dollar value and transaction count limits work — including cascade behaviour and how currency conversions are handled.

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Here’s how limits work and what to expect when you configure them:

  1. Dollar value limits set the maximum amount for a transaction or combined transactions within a period. A $100 weekly limit allows one $100 transaction or multiple transactions totaling no more than $100.
  2. Transaction count limits set the maximum number of transactions of a given type within a period. A limit of 25 per week means a maximum of 25 transactions that week, regardless of dollar value.
  3. Limits reset on a calendar schedule — for example, the first day of the week or the first of the month. - 
  4. Limits apply at the permission group level — every user in the group shares the same limit values.
  5. Setting a limit at the Top Level cascades it to all Sub Level transactions within that group. The effective total becomes the sum of all sub-level limits — which may be higher than expected.

Cascade behaviour:

Cascade behaviour means a limit set on a top-level transaction applies to every sub-transaction within it. For example, a $100 limit on Create Transfers applies $100 to each sub-transaction — like Transfer between accounts and Transfer to another member — making the effective total $200, not $100.

Tip: This simplifies limit management, but the combined total may be higher than expected. Sub-level transactions can’t be individually overridden.

More admin

Approval workflow (Commercial)

See how the system evaluates a transaction from sign-in through final approval. Get step-by-step explanations and learn how to assign sign types to your users.

Set up approvals

Creating permission groups (Commercial)

Permission groups control how users access accounts, perform transactions, and approve activity. Set up groups that match your organization’s structure and access requirements.

Create a group

Adding limits (Commercial)

Cap dollar values or transaction counts per permission group. Get step-by-step instructions to add a limit and manage spending thresholds across your contract.

Add limits

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