The inbox where a second person approves large refunds and trust disbursements before the money moves
Where two-person money-out sign-off is completed.
Some money-out actions need a second set of eyes before they happen — a large refund above your configured threshold, and every trust disbursement. The person who requests one (the requester) files it; a second authorized person (the approver) then completes it from the Money Approvals inbox. This article covers the approver's side — where pending requests appear, who can act on them, and what happens when you approve.
Open Money Approvals from the navigation under Sales & Billing, from the command palette, or — most often — by clicking the notification (“Large refund needs a second approver” or “Trust disbursement needs a second approver”), which deep-links you straight to the request waiting on you.
Each row shows what is being moved and who asked.
Each pending request lists its Type (Refund or Trust disbursement), the Amount, who requested it, and a Status of Pending, Approved, or Rejected. Pending requests show Approve and Reject buttons.
The approver is never the person who made the request.
Approving a money-out request requires the matching organization-wide permission: refund approvals need the refund permission and trust disbursements need the trust-disbursement permission — both held at the organization-wide level, which is an administrator-level capability. The inbox only ever shows you the request types you are authorized to act on.
A one-time setup state.
If two-person money-out approvals are still being enabled for your organization, the inbox shows a notice that large refunds and trust disbursements are not yet available. Once setup completes, requests begin appearing here for review.