Approvals
How AXO routes documents for approval, and why one person can't both prepare and release a payment.
Approval rules decide who must approve what — for example, any bill over a set amount needs a finance manager. Set them in Settings, under approval policies.
Two people for every payment
Whoever prepares a payment can't also release it. Preparing and releasing are separate permissions, so money only leaves once two people have agreed.
If your business genuinely has only one person handling payments, an owner can allow self-approval in settings. It's off by default, and we recommend keeping it off.
Where approvals appear
Anything waiting for you is in your Inbox under Approvals. Approving moves the document on. Rejecting sends it back with your comment. Rejected documents are kept, never deleted.
Important
Approvals are checked by the server, not just on screen. A document that needs approval can't be posted any other way.