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Approve or challenge a bill

If you're an approver on a bill's approval policy, the bill waits for you under Requests. You can approve it, or challenge it if something needs fixing. You can approve one bill or several at once.

Before you start

  • Who: anyone named in the bill's approval policy.

  • Where: web or mobile app.

Approve a bill

  1. In the left sidebar, select Requests, then open the bill.

  2. Check the details and the attached document.

  3. Select Approve.

To approve several bills, select them in Requests and choose Approve bills.

Challenge a bill

  1. Open the bill in Requests and select Challenge.

  2. Write the reason, then confirm.

The bill goes back to the AP Clerk in To review, marked as challenged, and goes through approval again after it's fixed.

Approvers can't reject a bill. If it shouldn't be paid, challenge it with the reason.

What happens next

If the policy has several steps, the bill moves to the next approver. After the last approval it's Approved and moves to To pay, and the AP Clerk is notified. See Pay a bill or mark it as paid.

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