Manage Approvers on a bill or vendor credit

You can add, update, remove, or remind approvers during the approval process for a bill or vendor credit.

Add, remove or update Approvers

  1. Open the bill or vendor credit
  2. Click More actions
  3. Click Edit bill
  4. Under Approvers, make the necessary changes
    • Click Remove next to a current approver to remove
    • Click Add to add Approver(s)
    • Drag Approver names to reorder the approver list
  5. Click Save

Note: If the approver you want to remove has already approved/denied the bill or vendor credit, all approvers must be removed. You can tehn re-add any approvers you do want on the bill.

  1. Open the bill or vendor credit
  2. Click More actions
  3. Click Audit Trail
  4. Hover over Bill Details and click Approvers
  5. Click [del all] next to the list of approvers to remove all approvers from bill

Remind approvers

If an approver has not yet approved a bill or credit and you'd like to remind them that it is waiting on their approval, you can do that right from the bill or credit itself.

  1. Open the bill or vendor credit
  2. Under Approvers, click Remind next to the approver you'd like to send a reminder to review

We'll send the approver an email to remind them that the bill or credit is waiting their review.

Note: You can only send reminders to the next approver in sequence.

If approval is pending for more than one approver, you can remind the next approver in line, then once that approver approves the bill or credit, you can remind the next approver, and so on.

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.