How do I manage approvers on a bill or vendor credit?

Learn how to manage approvers on bills and vendor credit.

Dec 4, 2023

You can add, update, remove, or remind approvers and approval groups during the approval process for a bill or vendor credit. To create approval groups, approval policies, or default approvers, please see the Create and manage an approval workflow article.

This feature is not available on subscription free basic accounts, please upgrade your account to use it.

Add, remove, or reorder approvers or approval groups

1. Open the bill or vendor credit
2. Select Edit
3. Under Approvers, make the necessary changes
   • Select X next to a current approver or approval group to remove
   • Select in the next empty approver box to add an approver or approval group
   • Select the dots next to an approver or approval group and drag to reorde
     • Tip: Check the notes below each approver name to see why and how an approver was added
4. Select Save

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

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

Remind approvers or approval groups

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, select Remind next to the approver or approval group you'd like to send a reminder to review

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

Things to know:

• 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 they approve the bill or credit, you can remind the next approver, and so on.
• Even if approvers have their email preference for 'A bill or vendor credit needs approval from you' set to NO, they will still receive reminder notifications.