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How to review and approve pending items

The Awaiting approval card on your Dashboard shows pending bills and money requests that need your attention.

Item typeWhen it appearsWhat you can do
BillsBill exceeds the auto-approval limitApprove, edit, or reject
Money requestsUser requests additional budget fundsApprove (send the money) or decline

What appears in Awaiting approval

  • Bills with a status of Pending approval — these exceed the auto-approval limit set in your bill preferences.
  • Money requests with a status of Open — users requesting additional budget funds.

Note: Items are sorted by most recent first, showing up to 5 at a time.

How to approve a pending bill

  • Open your Dashboard and find the Awaiting approval section.
  • Click Open next to the bill.
  • Review the bill details — supplier, amount, budget, and category.
  • Approve or make changes as needed.

How to respond to a money request

  • Open your Dashboard and find the Awaiting approval section.
  • Select Open next to the money request.
  • Review the user’s name, requested amount, budget, and reason.
  • Choose to approve (send the money) or decline the request.

Common questions

Can I change the auto-approval limit for bills?
Yes. Go to Settings > Preferences > Bills to adjust the auto-approval threshold. See How to set up bill approval workflows for details.
What happens if I decline a money request?
The user is notified that their request was declined. They can submit a new request with a different amount or reason.
Can I delegate approvals to another admin?
Any user with the Admin role can approve pending items. There’s no separate approval delegation — all admins see the same Awaiting approval queue.