Incoming invoice → Approval card
Open the incoming invoice and go to the approval card.
Add one or more approvers by name, email, last used approver, or suggested approver.
Type an email address directly if the person is not shown in the list.
Press Enter or click Add when the email is valid.
If the person is new to your organisation, Cashfeed adds them as an approver and sends the request.
Repeat for additional approvers if more than one person must review the invoice.
Suggested and last-used approvers are filtered to avoid duplicates you already added.
Open the invoice from your to-do list or approval view.
Find your waiting approval request in the approval card.
Click Approve to accept the invoice.
Click Decline to refuse it and add a decline reason if needed.
Submit the decline message to share the reason with the requester.
If you approved the wrong invoice, ask someone with access to remove the request and resend it.
You can only approve a request that is waiting and assigned to your email.
Open the invoice’s approval card as an invoice editor.
Choose resend when the approver has not responded yet.
Choose remove to delete the request from the invoice.
If you removed your own request, Cashfeed returns you to the previous page.
Add the approver again later if the request should be active again.
Use remove before sending a new request to the same person if the current one is no longer valid.
Removing a request also clears it from the invoice’s approval state.
Open the invoice approval card.
If you do not need approval, choose the skip approval action.
Cashfeed moves an unpaid invoice to Payment, or a paid invoice to Completed.
Use this when the invoice should continue without waiting for approvers.
After approving or skipping, Cashfeed may show an auto-mark-as-paid suggestion for some suppliers.
Review that suggestion if it appears.
Skipping approval changes the invoice status, not the approval request itself.
Check that the email address is valid.
Search by the person’s name or email in the add-approvers panel.
Try selecting the person from suggested or last-used approvers.
If the person still cannot be added, contact Cashfeed support.
Remove the existing request first, then add the approver again.
If the request was removed earlier, add the approver again to reactivate it.
If the person is only a suggestion, confirm the suggestion instead of creating a duplicate.
Approval rules may also create requests automatically.
Make sure the request is assigned to your email address.
Check that the request is still waiting, not already approved or declined.
Open the invoice from the approval queue you use for pending items.
Ask the requester to resend the approval request.
Enter a non-empty decline message before submitting.
Check that the decline dialog was submitted, not just closed.
Try again after refreshing the invoice.
Contact Cashfeed support if the request still stays waiting.
Add the same approver again from the approval card.
If the request had been removed and reactivated before, add it again to restore it.
Ask the requester to resend the approval request if you cannot reactivate it.
Contact Cashfeed support if the invoice no longer shows the approval card.
