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Features & how they work › Add-on apps

Approval requests (ringi)

Request, decide and record purchases, contracts and travel

Submit a request with type, details, amount and attachments such as quotes, and approvers are emailed. Decisions are recorded with notes and easy to find later.

Who uses it:ManagersStaff
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A Rg Approvals En

What it does

Simple requests

Type, details, optional amount, attachments and one or more approvers.

Approve by email

Decide from the email link without signing in.

On the record

Who decided what and when, with notes.

How it flows

  1. 1Staff
    Submit

    Save a draft first if you like.

  2. 2Automatic
    Approvers notified

    By email, menu count and 🔔.

  3. 3Office
    Decide

    With a note; the requester is emailed.

On phones & in the app

Submit requests from the work apps in the app. Approvers read the details and attachments on a phone and approve or decline.

  • 📱
    CLT Members iPhone appOne app for members, staff and managers.
  • 🌐
    Phone browserNo install needed — Android too.
  • 💻
    ComputerThe same data on a big screen.
Staff: writing a request in the app
AppStaff: writing a request in the app
Manager: approving on a phone
Phone browserManager: approving on a phone

See the screens

Admin (office)

A Rg New En
New request: title, details and approvers, then submit

Submit a request

  1. Under Apps → Approval requests → New request, enter the title, type (purchase, contract, travel …), details, amount (if any), an optional attachment (a quote, say) and approvers (managers and up, multiple OK).
  2. “Submit” makes it pending and emails the approvers (with a no-sign-in review link valid for 7 days). Use “Save as draft” to finish later.
  3. You can edit your own request until it is decided. Click a number (#) in the list to open it.
A Rg Approvals En
Approvals; items addressed to you have an orange bar

Approve or reject

  1. Pending requests appear under “Approvals”. Check the details and attachment, add a note (a reason when rejecting) and press Approve / Reject. The submitter is emailed.
  2. Only the listed approvers can decide; owners may act on anyone's behalf. Approvers can also decide from the email link. Use “Decided” → ↩ to revert a mistake.
  3. Decisions are logged and the list can be filtered by Approved / Rejected.
A Rg Settings En
Request settings: pausing emails and editing templates

Settings

  1. “Pause emails” stops submit / approve / reject / reminder emails for this company only. The company-wide “Email recipients (safety switch)” also applies.
  2. Email templates are edited per language and sent in each recipient's language.
  3. Danger zone (owner only): deletes every request, template and attachment. Type DELETE to run.

Works well with

Invoices (approval & payment)Route incoming bills for approval and track them to paymentDetails ›
TasksAssign → documents → review → done or send back. Tax season without the gapsDetails ›
ChatTeam messages inside the app — reply from any screenDetails ›

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