Finance tasks
Approve card charges over $500
Card charges under $500 go through and get coded; anything larger waits for your yes, with the receipt attached.
Charges on a company Card under $500 go through and get coded. Anything larger becomes an Approval with the vendor and receipt attached.
Needs Issue a card with a limit
What you get
- 1Approval to you for each charge over $500, with the vendor and the receiptApproval
- 1every charge filed to the right accountTransaction
- 1receipt reminder to the cardholder after seven daysMessage
- 1Expense approval Process, onProcess
Your agent does
You, to your agent
Card charges under $500 are fine without me.
Chase missing receipts after a week.
Code every card charge to an account.
# 1. Process.enable
curl -X POST https: //api.sb/ leaseline.app/ processes/ process_expense_approval/ enable \
-H "Authorization: Bearer $STARTUP_BUILDER_API_KEY"
# 2. Setting.update
curl -X PATCH https: //api.sb/ leaseline.app/ settings/ setting_1 \
-H "Authorization: Bearer $STARTUP_BUILDER_API_KEY" \
-H "Content-Type: application/ json" \
-d '{"value": {"amount": 500, "currency": "USD"}, "key": "spend.askAbove"}'
import { $ } from 'startup-builder'
await $.Process.enable({ process: 'process_expense_approval' })
await $.Setting.update({ id: 'setting_1', value: { amount: 500, currency: 'USD' }, key: 'spend.askAbove' })
npx startup-builder do Process.enable --json '{"process": "process_expense_approval"}'
npx startup-builder do Setting.update --json '{"id": "setting_1", "value": {"amount": 500, "currency": "USD"}, "key": "spend.askAbove"}'
{
"name": "do",
"arguments": {
"code": "await $.Process.enable({ process: 'process_expense_approval' })\nreturn await $.Setting.update({ id: 'setting_1', value: { amount: 500, currency: 'USD' }, key: 'spend.askAbove' })"
}
}
Change it
- Lower it to $200 for software subscriptions.
- Freeze the card for this vendor.
- Show me what we spent on cards this month.
Under the hood
- Systems
- Spend management, Ledger
- Nouns
- Card, Mandate, Approval, Transaction, Setting
- Events
Card.issued,Mandate.spent- Stripe objects
Issuing Authorization
Set the line where your attention is worth more than the money. At $500 a founder sees a few charges a month, not every coffee. For an Agent spending on its own Mandate, see what agents spend.