Getting Notified
When an expense is ready for your signature, you’ll receive an email notification. Click the link in the email to go directly to the expense.
You can also check your Queue anytime from the navigation bar.
Reviewing an Expense
Before signing, review the expense details:
- Submitter — who is requesting the funds
- Description — what the purchase was for
- Amount — the total being requested
- Budget category — which budget line item it’s charged to
- Receipts — attached photos or documents of the purchase
- Remaining budget — how much is left in that budget category
Signing
- Open the expense from your Queue or from the email link
- Review the details and receipts
- Click Sign
- Your electronic signature is recorded with a timestamp
If your organization requires multiple signatures at your stage (e.g., 2 of 3 board members), the expense waits until enough people have signed.
Your Signature
Your electronic signature is set up in your profile. If you have not yet set up your name and signature, you will be redirected when attempting to sign a request. Go to your user settings (person icon in the nav bar) to upload or type your signature.