Approving and denying bills

Bills can be approved from the Approvals page on the left navigation menu or the Bill Approvals tab on the Overview page.

Filters

Bill Approvals can be filtered by:

  • Vendor Name
  • Approval Type
    • Ready to approve - Bills ready for you to approve
    • Approved - Bills you previously approved
    • Denied - Bills you have denied approval on
    • Upcoming - Bills coming to you for approval after they have been approved by another approver
  • Due Date

Review and approve

  1. Click Approvals in the left navigation pane
  2. Click on the Invoice # to approve
  3. Review bill details
  4. Click approve

Tip: Have more than one bill to approve? Click on a bill, approve/deny it, then click Next Bill to move to the next bill or click Previous Bill to go back to a previous one.

Approve without review

  1. Click Approvals in the left navigation pane
    • If there is a note on the bill, there will be a note icon
      • Hover over the note icon or click into the bill to see the note
    • If there is a document associated, there will be a document icon; click this icon to display a preview of any associated bill documents
  2. Select the bills to approve
  3. Click Approve

Denying bills

  1. Click Approvals in the left navigation pane
  2. Click on the Invoice # to approve
  3. Review bill details
  4. Click More actions
  5. Click Deny
  6. Select the appropriate option:
    • Needs review
    • Duplicate bill
    • Incorrect bill detail
  7. Notify the bill creator why the bill was not approved
  8. Click Submit



The Bill creator will be notified the bill needs review and will see the details provided in the "Add more info" box.

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.

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