# Help

Short guides for finance managers, boards, trustees, bookkeepers and approvers.

- Link my Xero organisation to WorkApproved: [Connect Xero](https://workapproved.app/help/connect-xero.md). Connecting Xero lets WorkApproved see the bills in your Xero organisation so it can send them for approval.
- Decide who approves what: [Set up a workflow](https://workapproved.app/help/set-up-a-workflow.md). A workflow is the list of rules that decides who approves each bill, and you check it by reading the plain-words summary the screen writes for you.
- Add the people who approve, including people with no Xero login: [Add approvers and people](https://workapproved.app/help/add-approvers-and-people.md). Everyone who takes part in approvals is listed on the People page, and an approver does not need a Xero login.
- Approve or turn down a bill: [Approve a bill](https://workapproved.app/help/approve-a-bill.md). You approve a bill from your queue by opening it, checking it and choosing Approve, Reject or Ask a question.
- Approve from an email, with no login: [Approve by email](https://workapproved.app/help/approve-by-email.md). If you are asked to approve a bill by email, you can decide from a private web page with no account and no password.
- Understand a risk flag and what to do about it: [What the risk flags mean](https://workapproved.app/help/what-the-risk-flags-mean.md). A risk flag is a prompt to look more closely at a bill. It comes at one of three levels, and it never approves or blocks a bill by itself.
- Stop being asked about the same monthly bill: [Standing approvals](https://workapproved.app/help/standing-approvals.md). A standing approval lets you approve a repeating bill, such as rent or software, once, instead of being asked every month.
- Check or share the record of an approval: [The audit certificate and the verify page](https://workapproved.app/help/audit-certificate-and-verify-page.md). Every approved bill gets an audit certificate, a PDF record of who approved it and when, and anyone can check it against our records on a public page, with no login.
- Understand an alert about a bill approved in Xero itself: [Bypass alerts](https://workapproved.app/help/bypass-alerts.md). WorkApproved emails the administrators when a document is authorised in Xero without going through WorkApproved, or is changed after it was approved.
- Understand "Not checked" and the register note: [The register note and "Not checked"](https://workapproved.app/help/register-note-and-not-checked.md). For New Zealand organisations, WorkApproved can show what the New Zealand Business Number register says about a supplier, and it says "Not checked" when it could not look.
- Sign in safely: [Passkeys and two-factor authentication](https://workapproved.app/help/passkeys-and-two-step-sign-in.md). A passkey lets you sign in with your face, fingerprint or a security key, and two-factor authentication adds a second check so a stolen password is not enough.
- Ask for help, or report a mistake: [Get help or send a correction](https://workapproved.app/help/get-help-or-send-a-correction.md). For help, or to tell us something on screen is wrong, email hello@workapproved.app.

## Words used in these pages

- **Organisation:** one Xero company or charity that you connect.
- **Workflow:** the rules that decide who approves a bill.
- **Stream:** a type of document that can go through approval, such as Bills. The page for turning them on is called **What gets approved**.
- **Approver:** a person who says yes or no to a bill.
- **Certificate:** a PDF record of who approved a bill and when. It is attached to the bill in Xero.
- **Administrator:** a person who can change settings.
- **Auditor:** a person who can see everything an administrator can, but change nothing.

Contact support: hello@workapproved.app.

## Start your free trial

7 days free. A card is needed to start. From NZ$39 + GST per Xero organisation per month, unlimited users. [Start free trial](https://go.workapproved.app/register).

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Start a free trial: https://go.workapproved.app/register (7-day free trial, card needed) · Sign in: https://go.workapproved.app/login

Contact: hello@workapproved.app (support) · security@workapproved.app (security reports)

Legal: [Terms](https://workapproved.app/terms.md) · [Privacy](https://workapproved.app/privacy.md) · [Partner terms](https://workapproved.app/partner-terms.md) · [Subprocessors](https://workapproved.app/subprocessors.md)

WorkApproved is a product of [Stone Pritchard Limited](https://stonepritchard.com), [NZBN 9429053953216](https://www.nzbn.govt.nz/mynzbn/nzbndetails/9429053953216/), New Zealand. © 2026 Stone Pritchard Limited. Xero is a trademark of Xero Limited. WorkApproved is an independent product and is not endorsed by, or affiliated with, Xero.
