What counts towards the approval amount?

The wider picture

The key points from the guide this answer comes from:

1. AlignPay has three roles: Admin (pays, manages the team and settings), Member (pays, within your approval rule) and Viewer (sees the account but can't pay, with account numbers masked).
2. Invite people by email once your business is verified. They see the account at once as viewers, and an admin confirms their payment access with a passkey.
3. Approvals can be off, on for every payment, or on for members' payments at or above an amount you set. The amount is read in the payment's own currency, never converted.
4. One login can hold a personal account and any number of business accounts. Each business has its own team, recipients and approval rule.

More questions on this

• Which role should our accountant have?
• Do admins' payments need approval?
• Can a member split a payment to stay under the limit?
• What happens if we lose the only admin?

The full guide

Invite people in Settings, Team, as admins, members or viewers, and choose in Settings, Approvals when members' payments need an admin. A payment needing approval becomes a request that an admin approves and pays with their own passkey.

Read How to set up team roles and payment approvals in AlignPay, with its sources.

General information, not legal, tax or financial advice. Rules and providers' terms change; check the sources in the guide and take advice on your own situation.