How to Approve/Deny Bills in Bill.com

How to Approve/Deny Bills in Bill.com

Review and approve

Approve bills

  1. Select Approvals in the navigation menu
  2. Select on the Invoice # to approve
  3. Review bill details
  4. Select Approve

Tip: 
Select Approve & pay to mark the bill as approved and go directly into schedule a payment flow if you have pay permissions and a verified payment method.

Have more than one bill to approve? Select a bill, approve/deny it, then select Next Bill to move to the next bill or select Previous Bill to go back to a previous one.

 

Approve credits

  1. Select Approvals in the navigation menu
  2. Select Vendor Credits
  3. Select Review
  4. Select Approve



Approve without review

Approve bills

1. Select Approvals in the navigation menu
  1. If there's a note on the bill, there will be a note icon
  2. Hover over the note icon or select into the bill to see the note
  3. If there's a document associated, there will be a document icon; select this icon to display a preview of any associated bill document
2. Select the bills to approve
3. Select Approve


Approve credits

  1. Select Approvals in the navigation menu
  2. Select Vendor Credits
  3. Check the box under Select and then select Approve


Deny bills and credits

Deny bills

  1. Select Approvals in the navigation menu
  2. Select on the Invoice # to approve
  3. Review bill details
  4. Select More actions
  5. Select Deny
  6. Select the appropriate option:
    Duplicate bill
    Data Entry Error
    Incorrect approver
    Other
  7. Add a comment to notify the bill creator why the bill wasn't approved.
    Tip: tag a user in the note using @ and they'll receive notification they've been tagged
  8. Select Deny bill


Deny Credits

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

If a bill or credit is denied, we'll send an email notification to the bill or credit creator that the bill needs review, and they'll see the details you provide in the "Add more info" box.


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