Submitting Bills for Review and Approval
The Approvals tab displays details such as the total number of approved bills along with their amount, the number of bills pending approval with the amount, and rejected bills with the amount. It also shows the vendor name, bill number, bill date, due date, scheduled date, bill amount, and available actions for the approver.
Note: The Super Admin or Admin must set up approval rules before crating bills if they want the bills to go through review and approval process.
To submit your bills for review and approval, perform the following steps:
1. Navigate to Payers dashboard.
2. On the All tab, select the Payer you want to submit the bills for approval.
The Payer overview page appears.
3. From the left pane, select Bills.
The Bills page appears.
4. Click to expand Create Bill and select Regular Bill to create a new bill for approval.
The created bills appear under the Approvals tab for approvers to review and approve.
5. Click Approve/Reject.
The View page appears.
6. Review the bill details and click Approve.
7. (Optional) Click Reject to reject the bill.
The bill is successful submitted for review and approval.