Update an invoice approval policy | Ottimate Developer Documentation

curl -X PATCH https://api.ottimate.com/v1/approval-policies/<approval_policy_id> \
     -H "X-Api-Key: your-api-key-here" \
     -H "X-API-Version: 1.0.0" \
     -H "Authorization: Bearer <token>" \
     -H "Content-Type: application/json" \
     -d '{
  "name": "Manager Approval — Over $500",
  "min_users_for_approval": 2
}'

{
  "version": "1.0.0",
  "id": "plcy_7d27b39042ab11f09213577c0b92a500",
  "name": "Manager Approval — Over $500",
  "min_users_for_approval": 2,
  "has_missing_approver": false,
  "is_enabled": true,
  "use_buyer_approver": false,
  "conditions": [
    {
      "id": "cond_001",
      "subject": "total_amount",
      "operator": "gte",
      "value": "750"
    }
  ],
  "user_approvers": [
    {
      "id": 12346,
      "username": "jsmith",
      "email": "jane.smith@example.com",
      "first_name": "Jane",
      "last_name": "Smith",
      "phone": null,
      "is_active": true,
      "display_name": "Jane Smith",
      "escalation_days": null,
      "replacement": null
    }
  ],
  "role_approvers": [
    {
      "id": "1001",
      "account_id": "2001",
      "name": "Restaurant Manager",
      "escalation_days": null,
      "user_ids": [
        12346
      ],
      "approvers": [
        {
          "id": 12346,
          "email": "jane.smith@example.com",
          "first_name": "Jane",
          "last_name": "Smith"
        }
      ]
    }
  ],
  "auto_approve_rules": []
}

Partially updates an existing invoice approval policy. Supports changing approvers, conditions, thresholds, and enablement without recreating the policy. applicable_type cannot be changed after creation.

Your call will only execute if the authenticated API user has permission to do so.

Authentication

AuthorizationBearer

OAuth2 authentication flows. Auth server URLs will vary by environment

Path parameters

idstringRequired

Policy ID

Request

Fields to update

namestringOptional

Policy display name

min_users_for_approvalintegerOptional

Minimum approvers required

is_enabledbooleanOptional

Enable or disable the policy

user_approverslist of objectsOptional

Replace user approver list

role_approverslist of objectsOptional

Replace role approver list

conditionslist of objectsOptional

Replace condition list

use_buyer_approverbooleanOptional

Buyer-as-approver flag

ottimate_location_idintegerOptional

Change owner scope to location

ottimate_company_idintegerOptional

Change owner scope to company

Response

Policy updated

Errors

400

Bad Request Error

401

Unauthorized Error

403

Forbidden Error

404

Not Found Error

Authentication

Path parameters

Headers

Request

Response

Errors