Overview

The Approval Queue allows you to review and manage requests that require your approval, including new spend requests, payment approvals, and out-of-pocket expenses.

From one screen, you can view pending requests, review their details, and approve or reject them.

Accessing the Approval Queue

1. Log in to your Custodia account.
2. From the left-hand navigation menu, select Approval Queue.
3. By default, the Waiting For Me view displays requests awaiting your approval.

You can switch between two views:

• Waiting For Me: Requests that require your approval.
• All Pending: All pending requests available to you.

Navigating the Approval Queue

At the top of the page, you will find an overview of pending requests, including their total amount and a breakdown by request type.

You can also view pending requests by Subsidiary or Team.

To locate specific requests, use the available tools:

• Search: Find requests by description, requester, or amount.
• Filter: Narrow down the requests displayed.
• Sort: Organize requests by waiting time.
• Request Type: Identify new spend requests, payment approvals, and out-of-pocket requests using their color-coded labels.

Reviewing and Processing Requests

Each request appears as a card displaying the amount, description, requester, request type, and approval status.

To process a request:

1. Locate the request you want to review.
2. Click the eye icon to open its details and review any supporting information.
3. Choose the appropriate action:
   • Approve: Approve the request.
   • Approve & Pay: Approve an eligible payment request and initiate the applicable payment workflow.
   • Reject: Decline the request.
   • Reply: Respond to the requester or ask for additional information, when available.

Follow any additional on-screen instructions to complete your action.

Approving Multiple Requests

You can also approve multiple requests together using the bulk approval option.

1. Select the checkbox next to Select requests to approve them together.
2. Select the requests you want to approve.
3. Review your selections and follow the on-screen instructions to complete the approval.

Need Help?

If you cannot approve a request or receive a message indicating that your approver role is missing, contact your organization's Custodia administrator to review your permissions.

For additional assistance, contact support@custodia.ai.