Skip to content
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

Process.enable → Setting.update
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.