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.
Conflicts of Interest
If there is a request where signing would create a conflict of interest (e.g., reimbursing yourself or a relative), you can choose to remove yourself from the signing process if an alternate or backup signer is available:
- Open the request
- Click the arrow next to Sign this request and choose Replace my signing role on this request to avoid a conflict of interest
- A backup signer is notified to sign in your place
You’ll only see this option when your organization has an alternate or backup signer set up to cover your line. If it’s missing, ask an admin to add a backup signer to your signing rule.
Submitting a reimbursement for yourself? If you’re signed in, you can check the same Replace my signing role on this request to avoid a conflict of interest option right on the request form, and a backup will be lined up from the start.
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.