Approve work from Telegram

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.

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.

Daily limits

Telegram should be useful, not noisy.

LeedBooks may 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.

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.