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Approvals

Spending that waits for the right person to say yes

Decide which spending needs a manager’s approval and from what amount. Your team still prepares bills, supplier payments and purchase orders; anything at or above the limit waits in an approvals inbox, approvers are notified, and nobody approves their own request.

Bank detail changes held

A change to a supplier’s or employee’s bank account isn’t used until a second person approves it (in a one-person business, until a day has passed), so a fake “new bank details” email can’t redirect a payment.

Your thresholds

Set an amount for bills, payments and purchase orders. Below it, work flows as normal; at or above it, it waits for sign-off.

The right approvers

Choose which roles approve: owner, administrator, finance, accountant or branch manager.

Never your own

Nobody can approve a request they made themselves, so every large payment has two people behind it.

One inbox

Everything waiting for you in one place, with what you asked for and what’s been decided.

Done when approved

Approving carries out the request straight away: the bill is posted, the payment recorded, or the order sent.

A trail auditors like

Who asked, who decided, when and why, recorded on every request.

Control without slowing everyone down

Most spending is small and routine; it shouldn’t wait for anyone. Approvals only kick in above the amounts you choose, and in other currencies they’re converted at the document’s rate. The person who prepared the bill sees it waiting; the approver gets a notification and decides in one click, with a reason if they reject it.

Approvals: your questions

Can’t find what you’re looking for? Ask us directly, and a person will answer.

Is it switched on by default?

No. Nothing changes until an owner or administrator turns approvals on and sets the amounts under Settings → Approvals.

What about repeating and imported bills?

Bills from a repeating schedule or a receipt over the limit become approval requests too. Imports from another system go straight through.

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Give your business the back office it deserves.

Try every feature free for 30 days. No card, no contract, and your data is always yours to export.

30 days free · Then from $5 a month · Cancel any time · Works on phone, tablet and computer

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