When a document is added to your company account, it will often require the approval of one or more coworkers in the company before proceeding for payment, or other actions. A document will not require approval if: 

  • ...you or a coworker have set up a workflow that does not require approval for selected documents

  • ...a document has been added by a coworker who has the permission to add documents without requiring any approval.

A coworker can be appointed to approve or decline a document in any of the following ways: 

  1. ...the employee has been manually appointed as the approver by another coworker, or has been automatically appointed by a workflow

  2. ...the box This employee can always approve/reject all expenses within the coworker's permissions is checked; 

  3. ...the employee is appointed as the company account's default approver.

Documents pending approval are visible under the Pending tab:

Approval

A document can be approved by simply clicking the Approve button on the document's overview under Bill Pay. The following window will appear, where the coworker must confirm their approval:

Decline

A document can be declined by clicking the Decline button on the document's overview under Bill Pay. The following window will appear, where the coworker must confirm their rejection, as well as provide a reason for rejecting it:

When a document has been rejected, it will remain under the Pending tab, and the reason for the rejection will be visible under the document's activity overview:

After a document is declined, the following actions may need to be performed:

  • Correct the reason for rejection by editing the document details, such as amount, due date, payment source, etc. 

  • Manually select one or more new coworkers to approve the document. Please note that in this case, the Manual appointing: require all approvals option must be enabled under Settings > Advanced > Workflow

  • Any coworker with the appropriate permissions can approve the document themselves. 

  • The document can be deleted. 

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