Approval Workflows

Approve first.
Pay with confidence.

Every bill passes through a clear approval lifecycle before payment is initiated. Filter by status, review details, and track the full history of every payable in your activity feed.

Status lifecycle

Bills move from Awaiting Approval to Ready to Pay to Paid with full visibility at every step.

Activity feed

A central hub for every outstanding and completed bill, filterable by status and sortable by priority.

Color-coded badges

Amber for awaiting approval, blue for processing, red for errors. Spot what needs attention instantly.

Connected
Approval Workflows
OverviewActive
Coastal Resort Group$4,280.00Paid
Summit Hotels LLC$1,950.00Pending
Bay Hospitality Co$3,120.00Paid
3 itemsProcess
Payment initiatedJust now
9Distinct payment statuses
Real-timeStatus updates
1 tapFrom approved to paid

How it works

Approve and pay in 3 steps

01

A new bill enters your activity feed with Awaiting Approval status.

02

Review the vendor, amount, line items, and due date. Approve when ready.

03

The bill moves to Ready to Pay. Initiate payment with a single tap.

Status Intelligence

Nine statuses. Zero ambiguity.

Every payable in Cleo Pay carries a precise status that updates in real time. Your team always knows which bills need attention and which are settled.

Streamline approvals
  • Awaiting Approval, Ready to Pay, Scheduled, Processing
  • Partially Paid, Paid, Payment Held, Payment Error, Declined
  • Overdue bills sorted to the top automatically
  • Pull-to-refresh for live data on any screen

Why it matters

Prevent unauthorized payments

No payment goes out until a bill is explicitly approved in the workflow.

Priority sorting

Overdue bills surface first. Due-soon items follow. Paid bills drop to the bottom.

Stay informed

Status changes trigger notifications so approvers never miss a pending bill.

Take control of every payment.

Nothing gets paid without your approval. Track it all in one feed.

Get started free