Requesting and giving approval on an incoming invoice

Where to find it

Incoming invoice detail → Approval card / Approvals section

✅ Common tasks

Request approval

1. Open the incoming invoice detail.

2. Find the approval card.

3. Click Add approvers.

4. Search by name, email, or select a suggested approver.

5. Press Enter or click the add action.

If the email is new, Cashfeed creates the approver and sends the request.

Review requests

1. Open the invoice approval card.

2. Check the confirmed and suggested requests.

3. Expand the card if the invoice is already approved.

4. Look for the approver name, email, or Slack badge.

Suggested requests are separate from confirmed requests.

Approve or decline

1. Open your waiting approval request.

2. Click Approve to sign off the invoice.

3. Click Decline to open the decline dialog.

4. Enter a decline message if you want.

5. Confirm the decline.

You can only act on your own waiting approval request.

🔗 See also

• Incoming invoices

• Incoming invoice statuses and verification questions

• To-do list

• Approval rules

• Approval teams