Show me a how-to walkthrough in the app
1. Open Bill Payments Section
First, click the Bill Payment option in the left-hand navigation menu to access the bill payment area.
2. Click the Review Button
Next, select the Review button within Bill Payments to see payments awaiting your attention and action.
3. View Payment PDF Document
Then, click the Actions button to open the drop-down menu and select View PDF to deploy a pop up of the bill included in the bill payment.
4. Examine Bill PDF Details
Now, you can review the bill details including bill number, date, requestor, project, transaction number, and any attached backup in the PDF viewer.
5. Approve the Bill Payment
Finally, click Approve or Reject to finalize the bill payment approval and complete the review process.
NOTE: If the bill payment is rejected, a window will open and you will have to enter a reason for rejection, which can be viewed by the employee. Approval history may also be viewed at any time.
That’s it! You have successfully gone through the how to approve a bill payment process. If you have any questions or need more help, please visit our Help Center, chat with our support team, or reach out via email to [email protected].