Approvals and treasury

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Dual approval (Enterprise)

With Approvals, no payroll payment executes on a single signature: whoever prepares the payment sends it for approval, and a second approver confirms or rejects it (maker-checker scheme).

On the Enterprise plan dual approval is always on and cannot be turned off: in Payroll the pay button becomes Send for approval, and payroll can't be paid or scheduled any other way.

• Who prepares: any role with payroll permission (Administrator or Finance).
• Who decides: only Administrators, and nobody approves their own request: if an administrator sent it, another one has to approve it. An administrator can still reject their own request to cancel it.
• If you are your company's only administrator, you can't send payroll for approval yourself: the Send for approval button stays disabled until you invite another administrator from Team and they accept the invitation. A member with the Finance role can send it, and you approve it.
• To send a request and to approve or reject one, you need your passkey and your PIN set up (see Payment confirmation). You also can't do it while your account is in access recovery or during the 72 hours after a PIN change.
• Approving an immediate payment ("One time" with no date in Payroll) executes the batch right away. Approving a one-time payment ("One time" with a date) or a biweekly/monthly payroll creates the schedule; with no date, recurring ones start on the next cycle. Like any other schedule, on the chosen date the system leaves the cycle ready under Pending signatures inside Payroll instead of paying it on its own: someone with permission has to sign it for the money to go out. If it is approved on the chosen date or later, the cycle may end up ready late, on the next daily run.
• When you approve an immediate payment, the employees are checked again, since they may have changed since the request: if the payment can't be executed, you'll see an alert and the request stays pending. If the batch does run but some payment fails (for example, due to insufficient balance), the request is marked Approved and you'll see "Batch executed with N failed payment(s) — check the payroll history"; to pay those employees again you have to send a new request. If a payroll batch already went out in the last 24 hours, the panel shows it to you (This payroll may be a duplicate) and asks you to confirm with Yes, pay anyway before paying; that payment asks for your passkey and PIN like any other approval.
• Each pending request shows the type, employee count, when and by whom it was requested, the payment date if it has one, and the total with each employee's amount. Resolved ones stay in the history with their type, employee count and total, as Approved or Rejected along with who decided. The screen shows the 50 most recent requests, pending and resolved combined.
• Signing a pending cycle also requires dual approval. It doesn't matter when the schedule was created — even if it was already active before moving to Enterprise: with dual approval on, only someone with approval permission (Administrator) can sign a payroll cycle. If you created the schedule directly, without going through a request, you also can't sign its first cycle yourself: another administrator has to, just like any other approval.

Treasury

Financial control tools for your operation:

• Email alerts (Growth+) — save a minimum balance threshold and an amount per transaction. Coming soon: the email notice when the balance drops below that threshold or a transaction exceeds that amount; today the panel only saves the configuration and does not send notices yet.
• Budgets by area (Enterprise) — record a spending cap per area; the cap does not block or flag any payment. Coming soon: spending tracking; today spending is not calculated from your payments, so each budget shows "$0 of {limit}" and 0%.
• Sub-accounts by department (Enterprise) — record the balance you assign to each department. It is a figure you enter yourself: it does not set aside or deduct funds from the company balance and does not change with payments.

Top up and withdraw (company account)

From the panel you also fund and withdraw the company account:

• Top up — by generating bank deposit details in USD, EUR, GBP, MXN, BRL or COP (ACH/Wire, SEPA, Faster Payments, SPEI, Pix, Bre-B/PSE rails).
• Withdraw — to a bank account in USD, EUR, MXN, BRL or COP (minimum amount 20 USD). Settles within 1–2 business days.

Top-up and withdrawal permissions belong to the Administrator and Finance roles — see Team and roles.