Approve and deny vendor credits and bills

You can approve bills and credits from the Approvals page on the left navigation menu or the Bill Approvals tab on the Overview page.


Filters

You can filter Bill Approvals 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

Approve bills

  1. Click Approvals in the left navigation menu
  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 credits

  1. Click Approvals in the left navigation pane
  2. Click Vendor Credits
  3. Click Review
  4. Click Approve

Approve without review

Approve bills

  1. Click Approvals in the left navigation menu
    • If there's 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's 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

Approve credits

  1. Click Approvals in the left navigation pane
  2. Click Vendor Credits
  3. Check the box under Select and then click Approve

Deny bills and credits

Deny bills

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

Deny Credits

  1. Click Approvals in the left navigation menu
  2. Click Vendor Credits
  3. Click Review
  4. Add a note/message to tell the credit creator why you are denying
  5. Click Deny

We'll notify the bill or credit creator that the bill needs review, and they'll see the details you provide in the "Add more info" box.


Unapprove bills and credits

If you want to unapprove a bill or credit, it requires removing all approvers. You can then re-add them if needed.

Unapprove bills

  1. Click Bills in the left navigation pane
  2. Click the bill or credit you want to unapprove
  3. Click More Actions
  4. Click Audit Trail
  5. Hover over Bill Details and click Approvers
  6. Click [del all]

You can then edit the bill as needed and re-add approvers for re-approval.
Unapprove credits

  1. Click Bills in the left navigation pane
  2. Click Vendor Credits
  3. Click credit ref# you want to unapprove
  4. Hover over Details and click Approvers
  5. Click [del all]

You can then edit the credit as needed and re-add approvers for re-approval.



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.