Requests and approvals
How things get sent for approval, who approves, rules, limits and stand-ins.
How approvals workWho needs approval for what, who the request goes to, and what happens once it's approved.Send something for approvalHow employees and workers send a bill, transaction, vendor or task for approval, pick who approves it, and attach files.The My approvals and My requests pageWhat each section of the approvals page shows, what's on a request card, and how versions work.Approve or reject a requestHow admins approve or reject requests, give a reason, pass a request to another admin, or take one over.Approval notifications and emailsWhat approvers and senders are told about requests, and how to approve or reject straight from a phone or desktop notification.Change, resubmit or withdraw a requestFix a rejected request and send it again, change a request that's still waiting, or take it back.Approval rules by amountSend bigger bills, transactions and payments to a set person, and decide how many approvals they need.Two-step approvals and approval chainsMake big requests need two approvals, or a set line of up to 8 people who approve in order.Spending limits for employeesGive trusted employees a monthly allowance so small expenses, bills and payments are added without waiting for approval.Stand-ins when someone is awayPick another admin to approve while an approver is on vacation or out sick, and what to do with a request that's stuck.Change requests and payment requestsHow employees ask to change a bill, transaction or vendor, pay a bill, or reconcile a transaction, and what the approver sees.Approvals questions and answersAnswers to common questions, like why a request went to a certain person, why you can't approve your own request, and what "changed since you opened it" means.