Credit card receipts approval
Pick up invoices/receipts that are paid but not approved and push those to approvalmax to approve.
Especially with Business credit card receipts - these expenses need approval but have already been paid.
Thank you for the idea – we’ll consider it.
Please note that having our roots in business process management, we think these types of expenses need to be approved before they have been paid.
For more info on that, you can watch our webinar in “Clutter free series” where we explain best practices: https://www.approvalmax.com/resources/webinars
Let us know if you have any questions at firstname.lastname@example.org.
How would you approve business credit card expenses before they are paid?
For example: The CEO has a work credit card and uses it to buy lunch for a meeting with clients. How can this expense be approved in the system before it has occurred?
At the moment these expenses go to "Awaiting Payment" Once they're approved from "Awaiting Approval" which is wrong as this transaction has already been paid via credit card.