Approvals Module Overview

You can manage your approvals efficiently and with transparency using ExpensePlus:

• You can assign a primary (and backup) approver to each category, with an agreed total budget per category.
• Approvers are automatically notified of requests and can see a real-time view of actual spending versus the agreed budget.
• When approval is required, approvers can simply click ‘approve all’ in the email they receive to approve expenses at the click of a button. Alternatively, they can log in to ExpensePlus to scrutinise the purchase in more detail.

Supports flexibility and accountability

• ExpensePlus records a clear audit trail of who approved each expense and when.
• Where a primary approver submits a purchase against a category that either they or their spouse is an approver of, the purchase is assigned to the backup approver of that category instead.
• If an approver is away, or an expense needs to be approved straight away, users with sufficient role permissions can approve on the category approver's behalf.

Setting up approvals

• Category approvers and budgets are set in the category settings screen.
• If approvals aren't required for your organisation, then this module can be deactivated in the approvals settings screen.

Watch this short video to learn more about the Approvals Module:

Frequently Asked Questions:

1. Why are purchases not appearing on the approvals screen?
2. Can expenditure categories have more than one approver?
3. How do I reject a purchase awaiting approval?
4. How to customise approvals within ExpensePlus?
5. Can users approve their own purchases?
6. How can I prevent spouses from being able to approve each other's purchases?

Click here to view our other FAQs relating to Approvals.