Approve work from Telegram
Telegram lets LeedBooks ask quick bookkeeping questions where you already respond, instead of making every approval a dashboard task.
Why Telegram matters
Bookkeeping falls behind when every decision requires logging into software.
Telegram approvals are designed for small decisions: confirm a category, answer a question, approve a rule, or review a transaction that needs a quick human call.
Use Telegram for fast approvals and simple questions. Use the dashboard when you need to inspect a full transaction list, report, or account history.
LeedBooks finds an item that needs a decision.
You get a short message with the important context.
The answer is used to move the bookkeeping forward.
What LeedBooks can ask
LeedBooks can use Telegram when it needs a simple approval or answer.
Examples:
- "Should this vendor be categorized as meals?"
- "Is this payment an owner draw?"
- "Can I create this rule for future matching?"
- "Is this a transfer between business accounts?"
- "Should this vendor be treated as a contractor?"
The message should include enough context to make the decision without making you dig.
Approval flow
The normal flow is simple.
LeedBooks prepares the work, sends the question, receives the answer, and records the decision. If the change is sensitive, the system should still treat the response as an approval event.
That keeps the books moving while preserving accountability.
Delivery window and limits
Telegram should be useful, not noisy.
LeedBooks sends proactive Telegram messages during the user's business-hours window. The current window is 8:00 AM to 5:00 PM in the configured timezone.
LeedBooks may also limit how many proactive messages it sends in a day. If the limit is reached, lower-priority summaries can wait until the next day while important dashboard work remains available.
This avoids turning bookkeeping automation into notification spam.
If alerts feel too early, too late, or missing, check the business timezone in Settings. The delivery window and daily limit reset use that timezone.
Good use cases
Telegram works best for:
- Quick category approvals.
- Rule approval.
- Transfer confirmation.
- Simple vendor questions.
- Month-end reminders.
- High-priority cleanup alerts.
It is less useful for complex review sessions where you need to compare many transactions.
When to use the dashboard
Use the dashboard when the decision needs more context.
Go to the dashboard for:
- Long transaction lists.
- Reports.
- Vendor cleanup.
- Category management.
- Account connection issues.
- Deep AI conversations.
Telegram is the shortcut. The dashboard is the full workspace.
Troubleshoot Telegram alerts
Learn why messages may wait for business hours, stop after the daily limit, or depend on timezone settings.
Read troubleshooting guide