The Awaiting approval card on your Dashboard shows pending bills and money requests that need your attention.
| Item type | When it appears | What you can do |
|---|---|---|
| Bills | A bill needs your approval under the approval policy | Approve or decline |
| Money requests | User requests additional budget funds | Approve (send the money) or decline |
What appears in Awaiting approval
- Bills with a status of Pending approval that are waiting on your approval, based on your bill approval policy.
- Money requests with a status of Open — users requesting additional budget funds.
Note: The card shows bills waiting on you specifically, not every pending bill in the company.
How to approve a pending bill
- Open your Dashboard and find the Awaiting approval section.
- Select Open next to the bill.
- Review the supplier, amount, budget, and approval progress.
- Approve or decline the bill — see How to approve or decline a bill for the full steps.
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
How do I change which bills need approval?
Go to Settings > Bill approvals and edit your approval policy. See How to set up your bill approval policy 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.
Who can approve a bill?
Only the approvers set for the bill’s amount tier, or the owner of the budget it’s drawn on. Approvers can only be admins, operators, accountants, or budget owners — a user who doesn’t own a budget can’t be one. Having the Admin role doesn’t grant approval on its own either; the person still has to be added to a tier.