Approval Workflow

For larger disbursements or those requiring sign-off:

1. The fee earner submits the disbursement for approval (status moves to Requested).

2. A supervisor or Firm Admin reviews it in the Approval Queue (Disbursements → Approvals).

3. They approve (with notes if needed) or reject.

4. Approved disbursements move to Approved status.

The approval threshold can be configured in Settings → Disbursement Settings.