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DocsMoney Approvals Preferences
Set your personal defaults for how the Money Approvals inbox opens — default status, money-out class, sort order, rows per page, and row density.
Tune how the approvals inbox opens from a slide-in panel on the page, or from a full settings page.
Money Approvals preferences control how the approvals inbox opens for you every time you land on it — which status it pre-filters to, which money-out class it starts on, whether the newest or oldest requests come first, how many requests load per page, and how tightly the rows are packed. You can reach these preferences two ways, and they always show the same values:
- The preferences panel — open it from the gear on the Money Approvals page (the inbox where you approve or reject large refunds and trust disbursements). It slides in from the right so you can change a setting and see it take effect the next time the inbox opens.
- The settings page — go to Settings > Money approvals for the same controls laid out on a full page, useful when you want to review everything at once.
| Field | Description | Type | Default |
|---|---|---|---|
| Default status | Which status the queue is filtered to on open: All, Pending, Approved, or Rejected. You can still switch the status tab on the inbox at any time — this just sets where it starts. | Dropdown | All |
| Default money-out class | Pre-filter the inbox to All classes, Refunds, or Trust disbursements. This control only appears if you are authorized to approve both refunds and trust disbursements; if you can act on just one class, the inbox is already scoped to it and this row is hidden. | Dropdown | All classes |
| Sort order | Order requests by when they were raised — Newest first or Oldest first. | Segmented | Newest first |
| Rows per page | How many requests load per page: 10, 25, 50, or 100. | Dropdown | 50 |
| Field | Description | Type | Default |
|---|---|---|---|
| Row density | Comfortable spacing, or a tighter, denser table that fits more rows on screen. Row text stays legible either way. | Segmented | Comfortable |
Approval alerts — when a request needs your sign-off, or when a decision lands on one you raised — are governed by the Approvals category in your notification settings, alongside every other notification type. Rather than duplicate those channel toggles here, the panel links out to their home:
| Field | Description |
|---|---|
| Approval notifications | When a request needs your sign-off, or a decision lands on one you raised. Opens your notification settings via the "Manage in Notifications" link, where the Approvals category controls the in-app and email channels. |
There is no Save button. Every change you make autosaves the moment you make it, and a brief Saved confirmation appears to let you know it stuck (you may see a quick Saving… first). Because the panel and the settings page read and write the same preferences, a change in one shows up in the other right away — and because they are stored on your account rather than in the browser, they follow you to any device you sign in on.