Request approval for an expense or purchase

1. Go to Approvals and select + New request (or + Create → Approval request).
2. Choose Staff expense, Supplier bill or Purchase request.
3. Describe it, choose the supplier and the amount before tax, and attach the receipt or quote.
4. Submit it. Plain sends it to the right approver by your workspace rules.

Approved staff expenses become posted bills; approved purchase requests can become purchase orders.