How approvals work
Who approves what, and how to approve.
Plain uses approvals so that money doesn't move, and nothing reaches your accounts, without the right person agreeing.
- Invoices above your invoice approval limit need approval before they're sent.
- Supplier bills always need approval before they post. Above your bill approval limit they need a second approval by a different person.
- Pay runs need a review and an approval, by different people where possible.
- Spend requests (staff expenses, purchase requests) go to Approvals.
To approve, open Approvals (or the item itself) and select Approve or Reject. Everything waiting for you also shows on Today.
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