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v3.1
SettingsBilling Approvals
Time & invoice approval thresholds
Who can sign off on time entries, write-offs, ad-hoc rate overrides, AI charge-out and monthly invoice runs.
Hard entry cap
$
Entries above this always need principal
Hard write-off cap
$
Never written-off without sign-off
Auto-publish invoice ≤
$
Per-building draft auto-published
Approval rules
Evaluated top-down. Most specific scope wins.
ScopeTriggerActionNotifyStatus
Single time entry≤ $250
Single time entry$250 – $1,000
Single time entry> $1,000
Write-off / discount≤ $100
Write-off / discount$100 – $500
Write-off / discount> $500
Monthly invoice run≤ $2,500 / bldg
Monthly invoice run> $2,500 / bldg
Ad-hoc rate overrideAny
AI charge-outAny
AI recommendationLast 90 days, 87% of single time entries were < $250 and auto-approved. Raising the manager-approval ceiling from $1,000 to $1,500 would auto-route 9 fewer entries through Tom this month with zero write-off risk based on prior outcomes.
Resvu AI
Grounded in your tenant data · 1,847 credits
Resvu AI
Hi Tom — I'm Resvu AI. I can answer portfolio questions, draft emails, create records, and run reports. Try a quick prompt or type @ to mention a record.
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