How do I approve payments?

Payments that have been submitted for approval will enter the Approvals tab with a Pending Approval (PA) status. 

Payment Approval Channel

All payments submitted for approval will follow the logic of the payment's approval channel(s) that have been setup. You can check the approval channel setup within your Settings. 

Reviewing Submitted Payments

Please note that a payment may contain multiple invoices. Your payment details view will provide more information on invoices that need to be paid. You can double-click on the payment details icon to view this information. 

A list of your invoices contained in the payment will be provided at the bottom table. Each row will indicate an invoice that needs to be paid.

If you would like to know how a specific invoice was coded, or who approved it, please press the view invoice button on the line items table. It will open a new tab and you can review the complete details of the coded and approved invoice.

Approving and Rejecting Payments

You can approve or reject these payments by using the commands above the save button for that payment. It is mandatory to leave a comment when rejecting a payment.