Approve spend
Approve spend checks each card charge against its Mandate and the spender’s Limit, asks the Founder above it, and codes the charge with its receipt.
Trigger
Runs on Mandate.spent. Part of Expense approval, run by the Finance Team.
Steps
- Check the charge against the Card’s Mandate and the spender’s Limit.
- Ask the Founder for an Approval when the charge passes the Limit.
- Code the Transaction to its account.
- Attach the receipt from the vendor’s email, and chase the spender after a week without one.
- Pause the Mandate when the Founder refuses a charge.
Outputs
Example
A $640 booth charge hits the Marketing Lead’s Card. It passes the $500 threshold, so the Founder approves it. The Treasurer codes it to events and attaches the emailed receipt.