Approval magic links

Approval magic links let you jump straight from an approval-request email or Slack message into the right invoice in Cashfeed, without hunting through the app.

Where to find it

Your email inbox or Slack โ†’ approval-request notification from Cashfeed

โœ… Common tasks

Get notified about an approval request

  1. Be assigned an approval request on an invoice (suggestions don't count)

  2. Keep approval-request notifications on in your personal settings

  3. Check email and/or Slack, depending on what you've enabled

You won't get a notification if someone requests approval from themselves.

Open the invoice from the link

  1. Open the approval-request email or Slack message sent to you

  2. Click the link within 30 days of it being generated

  3. You'll land directly on the invoice in your To-do queue

  4. Review and approve or decline using invoice approvals

If you're already signed in, the link keeps you on your own account โ€” sign out first to open a link meant for someone else.

Know when a link stops working

  1. Remember each link is valid for 30 days and can be reused until then

  2. Note the link stops working once the request is approved, declined or reassigned

  3. Ask the requester for a fresh notification if you need a new link


๐Ÿ”— See also

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