Choose exactly who approves each finance assistant's requests
In each AI team member's settings you can now pick any mix of people and groups to approve finance requests.
Enhancement · AI ·
In each AI team member's settings you can now pick any mix of people and groups to approve finance requests. Refunds, credits, payment plans and overdue invoice alerts go to everyone you pick, and group members are included automatically. If you pick nobody, the assistant uses its usual escalation. Approvers are no longer taken from one workspace-wide list, so every team can set up its own. In chat, the assistant now confirms an invoice or payment link only after it has really been sent. In the test chat it tells you nothing was sent.
October 2026 · Releases & improvements
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AI
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