Add approval workflows within client

Clients with audit requirements often have to show that expenses went through an approval workflow before making it into accounting software. Could there be an option to require a client approval before the transactions are removed from their dashboard and come to our accountant dashboard? Then could that data be included on the export, so that the client user that clicked "approved" from the client dashboard would be listed on the export from categorized transactions? This would fulfill audit requirements for many clients. thank you!

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Upvoters
Status

In Review

Board
πŸ’‘

Feature Requests

Date

6 months ago

Author

bekah@liveyourparable.com

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