import { Callout, Steps } from ‘nextra/components’

Approve a Payment

Goal: Review a finance record and move it to the next approved step only when the details are complete and correct.

Approval confirms that the record has been checked according to your onboard or shore-office process. Do not approve a payment if the amount, account allocation, supplier, or supporting evidence is unclear.

Before you start

You must have permission to approve finance records.
The expense or payment record must already exist.
Any required receipt, invoice, or supporting document should be attached before approval.

Steps

### Open the record

Open Finance, go to the expense or payment list, and select the record waiting for approval.

Check the main details

Review the date, description, supplier, currency, amount, and current status.

Check the finance details

Confirm that the amount is allocated to the right account, budget, department, or other finance category used by your process.

If the record is split across multiple allocations, check every line before approving.

Review supporting evidence

Open the attached receipt, invoice, or approval note. If evidence is missing or unclear, return the record to the person responsible instead of approving it.

Approve the record

Use the available approval action or status transition. If the system asks for confirmation, check the message and confirm only when the record is ready to move forward.

[PLACEHOLDER: screenshot - approval action visible on a finance record]

Result

The record moves to the next approved step in the finance workflow. Users who review expenses, payments, budgets, or reports can now treat it as approved according to your internal process.

Record an Expense Manage Payment Information