Approvals for large invoices and expenses

1Set a threshold

Open Settings → Team and type an amount in USD under Approvals, for example 2,000. Leave it empty to turn approvals off. Amounts in other currencies are converted to USD before the comparison.

2What waits

• Invoices: when a team member with the member role sends an invoice at or above the threshold, the email is not sent yet. The text and language they chose are kept.
• Expenses: an expense at or above the threshold is saved but does not count in reports, totals or the year-end pack until it is approved.

The owner and admins are never held. Accountant and read-only users cannot send or spend anyway.

3Approve or reject

The owner and admins see how many requests are waiting in the sidebar. The list is in Settings → Team → Approvals. Approving an invoice sends it straight away, with the email the member wrote. Approving an expense makes it count. Rejected expenses stay out of every total. Every decision goes in the activity log.

Part of Professional.