A community question

Who can approve a payment?

A payment may move without clear evidence of the required approvals. See who approved a payment and follow the supporting records in one place.

The situation

Who can approve a payment?

A vendor invoice is ready, but the board needs to know whether its own policy calls for one officer, a board vote or another review before the payment request advances.

The approval path is understood informally and may be hard to reconstruct later.

What a connected record can do

Keep the answer with the evidence.

  1. 01

    Start with the question

    See who approved a payment and follow the supporting records in one place.

  2. 02

    Put the supporting pieces together

    Connect the source, documents, decision, and reported result the association chooses to include.

  3. 03

    Let the right person follow the trail

    Give an authorized reviewer a clear route back to the records behind the answer.

Relevant context

What the record could include.

  • Invoice amount and category
  • Shared approval reference
  • Approver and recorded decision
  • Reported payment activity

Access follows the community’s permissions for the information it shares.

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