Approving invoices

November 3rd, 2023

A Participants Plan comprises funding that is their money. However, it is important this money is treated no differently to personal monies, and only spend when agreed goods and services are provided.

For this reason, all Capital Guardians accounts have a nominated “Approver”. (or more than one). As soon as an invoice is submitted by a provider (real time), an email to approve is sent. Thus, the approver can then approve on any desktop or iPhone, also review the actual pdf invoice and all its details.

As soon as an Approver logs in, just need to select the words “Approve” in RED, and the provider is paid the next working day.

If you do not approve the invoice, select the invoice number and either 1) type a message to the provider; or 2) delete the invoice and type a message to the provider why you are deleting.

Ross McDonald

Ross is the CEO and founder of Capital Guardians. He has an extensive career in financial management and tech solutions development. Having first created Capital Guardians as a solution for aged care over a decade ago, so his expertise in payments and invoicing for people in protected settings is second to none.