How do payment requests and approvals work?

A payment request is how someone asks for money to be spent before it is spent. Staff raise a request, an approver reviews it, and only approved requests proceed to payment.

Raise one from + New → Request. Enter what the money is for, the amount and any supporting document.

Who approves it is set by your approval workflow under Settings → Workflow. A workflow can require one approver or several in sequence, and can route by amount so larger requests need more sign-off.

Staff users see their own requests only. They never see requests raised by colleagues, whatever their other permissions.

Try it in the live demo: Raise a request

Still stuck? Start a chat.

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