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 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.

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.

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.