Votes, meetings & approvals
Board approvals for large expenses
Require the board to approve expenses above a threshold before a period can be finalized.
ManagersUpdated
Set the rule
- Step 1: Go to Governance › Approvals. Only owners and admins can change the rule.
- Step 2: On the Approval rule card, switch it on and set the Threshold (1,000 by default).
- Step 3: Choose how many Approvals needed (1–5) and press Save rule.
The rule applies to expenses entered from then on, at or above the threshold. Repair costs charged to a building count too.
Approve or reject
- Owners, admins and board members decide. Managers can't.
- Whoever entered the expense can't approve it.
- Reject needs a reason, and one rejection is enough to stop the expense.
Was this helpful?
Your answer stays on this device.