Big numbers get a second signature.
Set an amount for invoices, bills or both. Anything over it can only be posted by the owner or a named approver. When someone else tries, the document waits on the Approvals page and the approvers are told. An approver can then approve it, which posts it as them, or reject it.
- Bill BILL-0012
- £6,400.00
- Over limit of
- £5,000.00
- Status
- Waiting
Controls that depend on people remembering
"Check with me before anything over £5,000" works until someone's in a hurry.
A rule that can't be skipped
It's enforced by the database, so it applies however the document is posted, including recurring documents.
- 1
Set your limit
Choose the document type, the amount and who may approve.
- 2
Work as normal
Posting over the limit becomes a request, and approvers get a notification.
- 3
Approve or reject
The approver decides from the Approvals page.
Enforced everywhere
A database rule on every path.
Named approvers
The owner plus anyone you choose.
Automatic requests
No forms and no chasing.
Recorded
You can see who approved what.
Private to your business
Every row is locked to your business by the database.
Checked by the database
Entries that don't balance are refused.
No card, no trial
The core ledger is free for as long as you use it.
Approval workflows, answered.
Invoices or bills over an amount need the owner or a named approver.
No. The database refuses the posting unless the poster is the owner or a named approver.
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