Comments and approvals

Each transaction has a comment thread. Accounts with expense approvals on can also approve or reject spend before it syncs.

Comments

1. Go to Transactions and open the transaction.
2. In the comments area, type in Add a comment.
3. Type @ and a teammate's name to tag them. Tagged teammates get an email with a link to the transaction.
4. Press Enter or click Comment to post.

You can edit or delete your own comments from the comment's actions menu. Deleting a comment can't be undone.

Expense approvals

Expense approvals add an approval step to card expenses. They're turned on per account. Contact support@accountablevr.com if you'd like them enabled.

Who can approve

• Admins can approve or reject any transaction.
• Managers can approve or reject transactions from members of the departments they manage, but not their own.

Approve or reject

1. Open the transaction.
2. In the approval section, click Click to approve.
3. Confirm with Yes, Approve.

To reject, choose reject and confirm with Yes, Reject. You can add an optional Reason for rejection.

The transaction shows Approved or Rejected, along with who made the decision and when. The cardholder gets a text letting them know, including the reason if you gave one.

Finding transactions to approve

On Transactions, use the approval status filter to show Incomplete (not yet decided), Approved, or Rejected transactions.

Approvals in bill pay

Bill approvals work differently. They use approval policies you set up in bill pay. See Approval workflows.

Tip: Use @mentions to ask a cardholder a question about a purchase. It keeps the conversation attached to the transaction for your bookkeeper.