Match money to records
Complete

Nothing reaches the books without the people you name

Write rules about which documents need signing off and by whom — who filed it, which supplier, which category, how it arrived, over an amount. A document a rule names cannot be confirmed or issued until everybody the rule names has agreed, and one rejection sends it back with a reason. Nobody approves their own work, ever. Where two rules cover the same document, everybody both rules name is asked. A document no rule names needs no approval, so switching this on holds nothing up until you write the first rule — and an owner can put one through without its approvals, with a reason that stays on the record for good.

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The invoiso approval rules, naming which documents need signing off and by whom.
Decide which bills and invoices need signing off, and who signs them.

From bank line to settled balance

Match the movement. Keep the evidence.

A receipt or payment makes sense only beside the invoice, bill or credit note it settles. Keeping both sides attached makes every balance and ageing figure explainable.

Availability

Complete

Part of

Match money to records

Try asking

  • What is waiting for my approval?
  • Why has the Sungei bill not been confirmed?

Where this earns its place

See how this feature fits a real business workflow.

Finance teams + delegated spending

Know who authorised the spend, before the money leaves

Every bill waits for the people your rules name, and the record shows who agreed.

See the use case

Frequently asked questions

How does this feature work?

Write rules about which documents need signing off and by whom — who filed it, which supplier, which category, how it arrived, over an amount. A document a rule names cannot be confirmed or issued until everybody the rule names has agreed, and one rejection sends it back with a reason. Nobody approves their own work, ever. Where two rules cover the same document, everybody both rules name is asked. A document no rule names needs no approval, so switching this on holds nothing up until you write the first rule — and an owner can put one through without its approvals, with a reason that stays on the record for good.

Which plan includes this feature?

Complete. The pricing page shows the current plan boundary and any usage allowances.

Can I use the invoiso assistant with this workflow?

Yes. The in-app assistant can work with the records available to your plan, and it asks before it sends, deletes or sets up anything recurring. For example: “What is waiting for my approval?”.

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