How Expense Approvals Work
Require sign-off before an expense counts, with different approvers for different amounts.
Once more than one person can record spending, you usually want somebody to check it. Approvals put an expense in front of an approver before it is cleared.
An expense is submitted for approval rather than saved straight through. The approver either approves it, or rejects it with a reason that stays on the record. Approvers can also approve or reject several at once rather than opening each in turn.
To set up approval tiers
- Click Expenses in the left menu, then Approval tiers.
- Create a tier and give it a Name.
- Set the Amount range it covers.
- Choose the Required role — the role a team member must hold to approve an expense in that range.
- Set the Order, which decides which tier applies when ranges overlap.
Expense approvals are on the Growth and Business plans. On Free and Starter you can still record and categorise expenses — there is simply no approval step in between.
Tiers work best when the threshold reflects a real decision. A tier that sends every GHS 20 expense to a director gets rubber-stamped within a week; one that only catches amounts worth a second opinion keeps its meaning.
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