Approvals

Each payment can go to one or more people for approval before it’s sent. You choose the approvers on each payment, and they approve it one after another. You’ll find payments waiting on approvers under Payments > All payments > Needs approval (or Need approval if your company still has the older Bills & Reimbursements page). There are no company-wide approval rules or amount thresholds for bills. Approvers are set payment by payment.

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Who needs approval

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Choose approvers

You add approvers in two places:

• Send money: in the Accounting Details step, answer How many people should approve this bill?, then pick each approver in order. You can’t choose yourself. See Sending payments.
• Inbox: when you review a bill, use Add approver in its Approvals card. See Uploading bills.

Company Admins can also change the approvers on a payment that’s still waiting, from its Approvals card.

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How approval works

1. The first approver gets a to-do on their Home page.
2. When they approve, the payment moves to the next approver, and so on. Every approver has to approve.
3. Once the last approver approves, Every sends the payment, or holds it until its scheduled date. It moves to Scheduled, then Paid.

If any approver declines, the whole payment is declined. It moves to Failed with the stage Declined, and the reason is shown on the payment. On Needs approval, the Approved By and Next Approver columns show how far each payment has got. Open a payment to see each approver and where they stand.

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Approve or decline a payment

• Open a payment and select Approve, then confirm. To decline, select Decline, enter a reason and select Reject.
• Or hover over a row and select Approve or Decline.
• To act on several payments, select them and choose Approve, or Decline from Actions. A reason is needed to decline.