Set Up Bill Approval Workflows

Bill approval workflows are used to control and track the lifecycle of bills before they are paid. This process helps ensure bills are reviewed and approved according to internal policies while keeping accounts payable records accurate and up to date.

Bill approval workflows allow you to monitor where a bill stands at any time, from creation through approval and final payment or settlement.

Bill Approval Workflow Overview

Bills follow a standard lifecycle within the system. Each status reflects the current stage of review or payment.

The bill workflow includes:

• Creating the bill.

• Pending Approval, when the bill is awaiting review.

• Waiting to be Paid, once the bill is approved.

• Paid, or settled using a Vendor Credit.

You can review and manage bills at each stage to maintain financial control and visibility.

Review Bills Pending Approval

This option allows you to see all bills that require review before they can be paid.

To review bills pending approval:

1. Go to Accounts Payable.

2. Select Bill.

3. Open the Pending Approval tab.

4. Review the bill details.

5. Approve or reject the bill according to your internal process.

Once approved, the bill moves to the next stage in the workflow.

See Also

To understand more about accounts payable processes, you can check:

• Manage Expenses & Bills Overview: Get a high-level view of how expenses and bills are managed.

• Add a Bill: Learn how to create and record vendor bills.

• Add a Vendor Credit: Learn how vendor credits are applied to settle bills.

• Add a Payment: Learn how to complete bill payments once they are approved.