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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.


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.

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


How to approve a pending bill

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

How to respond to a money request

  1. On your Dashboard, find the Awaiting approval section.
  2. Click Open next to the money request.
  3. A dialog shows the user’s name, requested amount, budget, and reason.
  4. Choose to approve (send the money) or decline the request.