Expenses approval and editing limits

On the Settings → Finance → Expenses tab, you can enable Expenses approval and define when records can no longer be edited.

Once approval is enabled, an Expense goes through a submission and approval workflow. Expenses team member that are pending approval or already approved may become non-editable.

Select the restricted statuses and, if necessary, the Staff allowed to edit as an exception. Align these choices with responsibilities: who submits the Expense, who reviews it, and who can make corrections after approval.

The contact information format controls how Contact details are displayed in the Expenses document. After changing it, check the documents for both legal and individual Contact entities.

Test the approval process first using a test Expense: submit, approve, reject, and attempt to edit using different Staff permissions.

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