iOS Mobile App for Collaborators: Approving and denying bills

With the Bill.com app for iOS, approving bills in PayMaker has never been easier; review, approve or deny bills anytime, anywhere.

From the To do items section on the dashboard, you will see how many bills have been assigned to you for approval. Click Approve < # of > bills to see the list, which you can filter by:

  • Due Date
    • Any
    • Overdue
    • Due Today
    • Due Next 7 Days
  • Sort By in Descending or Ascending order
    • Due Date
    • Amount

Jump to:

Quick approvals

If you don't need to review bills before approving them, you can quickly approve from the Bills to Approve list.

  1. In your Bill.com app, tap Approve < # of > Bills
  2. Approve bills:
    • Quick Approval: Swipe right on a bill in the list
    • Bulk Approval:
      1. Tap Select in the top right corner
      2. Select the bills to approve
      3. Tap Approve Selected

Review, approve and pay

You can quickly approve and pay a bill after reviewing it if you:

  • have a role with Pay permissions
  • are authorized on a bank account that has been verified in your PayMaker account
  • the only approver or the last approver in a chain
  1. In your Bill.com app, tap Approve < # of > Bills
  2. Tap a bill from the list to view more details
    • Add notes/communications about the bill by tapping the speech bubble icon in the top right corner
  3. Tap More
  4. Tap Approve and pay
  5. Select bank account to pay from
  6. Select Process date
  7. Tap Submit Payment

Approve and Mark as Paid

If you have a role with the permission to record payments made outside of PayMaker, you can approve and mark the bill as paid.

  1. In your Bill.com app, tap Approve < # of > Bills
  2. Tap a bill from the list to view more details
    • Add notes/communications about the bill by tapping the speech bubble icon in the top right corner
  3. Tap More
  4. Tap Approve and Mark as Paid
  5. Add or Edit any additional details ito save with the payment
  6. Tap Done

Denying bills quickly

If you don't need to review the bills before denying them, you can quickly deny each bill individually from the Bills to Approve list. There is no option to bulk deny bills.

  1. In your Bill.com app, tap Approve < # of > Bills
  2. Swipe left on a bill in the list
  3. Leave a note explaining why the approval was denied
  4. Tap Done
  5. Tap Finish

Review and deny

To review a bill before denying it:

  1. In your Bill.com app, tap Approve < # of > Bills
  2. Tap a bill from the list to view more details
    • Add notes/communications about the bill by tapping the speech bubble icon in the top right corner
  3. Tap Deny
  4. Leave a note explaining why the approval was denied
  5. Tap Finish

If you do not see the described feature available in PayMaker, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for PayMaker and upgrade accordingly or contact the Administrator of your PayMaker account. Changes in monthly user fees may apply.