How to Create an Approval for an Expense

Navigate to the Approvals section of the software and click the “Create New Approval” button

You will need to input the following information

Type: Expense

Approval: Majority or Unanimous. The majority means simply there needs to be more than half of the members who approve this specific approval. Whereas Unanimous would mean that “ALL” members would need to approve the expense.

What's the invoice for: this will be a description of the invoice. Be descriptive here because this will show on the email communication that is sent out to the approvers.

Amount: is simply the dollar amount of the expense that's being discussed

Tag a contractor: this will simply tag a contractor (not required). If a contractor is tagged then the contractor page will have a record of approvals tagged to it.

Assign to: this will be the Board/committee members that are assigned to approve this specific expense. (these are “My Team” logins'

Upon the Successful approval, who do you want to be notified: Normally you would want this to be the same people that this approval is “assigned” to. but you can add more people or customize this field to any team members apart of your HOA.

Do you want to notify anyone else when this is approved: This could be any custom email. ie specific owner, contractor, etc.

Files: this is where you can upload images, invoices, etc. This file will be copied on the email that is sent to the approvals upon creation of the approval

Once this is all filled out you can click the “Create Approval” button. When this happens the software keeps a record on the “active approvals” page and can remind you of all the details of the approval as well as show you real-time updates of who has currently approved or denied the specific approval. As soon as either the approval acceptance is met. For example, someone denies an approval if it's set to unanimous. Or the last person that needs to approve the event. The approval is closed and all emails assigned to the “successful approval” section are emailed the results. and the approval event is moved to the Approval History page of approvals.