Every expense reaches accounting correctly. Or it doesn’t reach accounting at all.
Set your approval rules once. Every expense report, travel report and e-invoice then goes to the right approver before it is posted.
Rules by amount, department or document type · Approve on mobile or web · Full approval history
Approval by email breaks down at month-end
Reports sit in a manager’s inbox and nobody knows who is holding them.
Costs are posted before anyone has agreed to them.
Your accountant spends the last days of the month asking who approved what.
Three steps from submission to posting
Submit.
- An employee sends an expense report, travel report or e-invoice. CostPocket picks the approval chain from your rules.
Approve.
- The approver gets a notification in the app or by email, opens the document next to the original receipt, and approves it, comments on it or sends it back.
Post.
- Once every approver has said yes, the document is exported to your accounting software.
You set the rules once per company. After that, documents route themselves.
Control without the chasing
Rules that match your company.
Build one-step or multi-step chains by amount, department, document type or submitter.
Approval from any device.
Approvers see the original receipt and the extracted data on their phone or on the web.
Corrections without email.
An approver sends a document back with a comment. The submitter is notified, fixes it and resubmits.
A record of every decision.
Who approved, when, and what they wrote is stored with the document.
Business owners
Nothing is posted or reimbursed without the right approval. Delegate small amounts to team leads, so routine expenses don’t wait for you.
Accounting firms
Your clients approve their own documents in CostPocket before anything reaches you. You post approved documents and stop emailing clients to ask whether a cost is valid.
Customer quote: to be added
What are approval rounds?
Approval rounds are review steps that a document must pass before it is posted to accounting. You decide who approves which documents and in what order.
Can different document types have different approvers?
Yes. Expense reports, travel reports and e-invoices can each have their own chain.
Can rules depend on the amount?
Yes. For example, expenses under €100 can need one approver and expenses over €500 two.
What happens when a document is rejected?
The submitter gets a notification with the approver’s comment, corrects the document and resubmits it. It then goes through the approval chain again.
Which plan includes approval rounds?
Approval rounds are included in every plan, including the Free plan.
Move approvals out of the inbox
Set your rules today and let the next expense report find its own approver.