Pre-Funding vs. Post-Funding

You can fund your workspace before or after you approve payouts. Both work in the same workspace, and you can use both.

Add money to your workspace first. Approved payouts are paid from your available balance.

Pre-funding works well when:

• Your budget is set and the money is available ahead of time

• You want vendors paid quickly, without waiting on a finance step

• You want predictable funding cycles

Add and approve payouts first, then create a funding invoice for exactly what you’ve approved. Your finance team pays the invoice, and the payouts are paid once the money arrives.

Post-funding works well when:

• You want each payment traced to a specific invoice

• Approvals need to happen before any money moves

• Payments need to line up with specific deliverables

Either way, every deposit is tied to your workspace’s records, so your finance team can audit where each payment came from.