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Pre-Approvals: How Category-Specific Signing Works

What Are Pre-Approvals?

Pre-approvals let specific people (e.g., committee chairs) review and approve expenses in their budget categories before approving signers are notified.

For example, the Enrichment Chair might pre-approve all expenses under the “Enrichment” budget group before the treasurer and president see them.

How It Works

  1. An expense is submitted under a budget category (e.g., “Staff Appreciation”)
  2. If that category has a pre-approver assigned, they are notified first
  3. The pre-approver reviews and signs the expense
  4. Only after the pre-approval is complete are the approve-stage signers notified
  5. The standard approval process continues from there

Setting Up Pre-Approvers

Admins configure pre-approvers through Sign Rules:

  1. Create a sign rule at the Pre-Approve stage
  2. Assign the person (e.g., the committee chair)
  3. Link the sign rule to specific budget items

When an expense matches one of those budget items, the pre-approval step is automatically required.

Without Pre-Approvers

If a budget category has no pre-approver assigned, the expense skips the pre-approval stage and goes directly to the approval stage.