How to: Approve, Edit or Reject a Bill

First, navigate to the Bills option under the Accounts Payable tab in the left hand navigation menu.

Next, click the Awaiting My Approval tab to display only the bills that require your review and action.

Now, click the Review button or the invoice number of the bill you would like to review for approval or rejection.

Then, click Approve if the bill is correct, Edit to make changes to the information yourself, or Reject to send it back to a previous approver to make any necessary changes.

Next, if you approve the bill any additional bills pending your review the screen will advance to the next transaction.

Now, if you only want to make changes or add information to the bill click Edit and make your changes.

Then, when you are done making your changes click Save to apply any edits made to the bill.

Next, if you want to save the changes made and approve the bill click Save and Approve to finalize the bill and complete the approval process.

Now, if you reject a bill a message box will appear that must be filled to specify why the bill is being rejected.

Next, select which step and previous approver you would like to reject to.

Finally, click Confirm to finalize the rejection and update the bill status accordingly in GreenSlate.

That’s it! You have successfully approved, edited or rejected a bill in GreenSlate. 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]