Approvals

Route expenses and invoices through one or more approval levels before they’re treated as approved. Each level has an optional amount threshold and a set of approver staff. An item needs every level from 1 up to the first level whose threshold covers its amount, so small items can need one sign-off and larger ones several. Configure levels under Approvals settings; approvers act on the Approvals queue. With no levels set, approvals are off and items behave as before.

Example

You set level 1 (Manager, up to 100) and level 2 (Owner, no limit). A 40 expense needs only the manager; a 500 expense needs the manager then the owner. The submitter is emailed the decision.

FAQ

How does an item enter approval?
Open the expense or invoice and press “Submit for approval”. It then appears in the approvers’ queue.

What do thresholds mean?
A level’s threshold is the most it can approve on its own. Leave 0 for “no limit”. The chain runs from level 1 up to the first level that covers the amount.

Who can approve?
Only staff you list as approvers on a level, and only when it’s that level’s turn. Decisions and notes are recorded with a full history.