Troubleshoot bill approvals—Accounts Payable
Related information
Related topicsFind solutions to issues you might encounter when using bill approvals.
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Understanding bill approvals
Sage Intacct automatically records an approval in the following circumstances:
When the rule type is Vendor-based approval, but no Bill approver is selected on the vendor record.
When the rule type is Value approval (Permission-based) and the submitter is also the approver responsible for the corresponding value level.
When the rule type is Value approval (Permission-based) and the bill amount is lower than the minimum approval amount for level 1.
When the bill submitter is selected as an unrestricted user in the bill approval configuration.
To view the automatically approved bill on the Approve Bills list, select View all.
Your company might have configured Accounts Payable to skip approval for bills created from customer refunds.
Finding bills in the approval process
The following are reasons as to why you might not be able to find a bill that requires your approval on the Approve bills list.
| Reason | Notes |
|---|---|
| You do not have the correct permissions | To view the Approve bills list, you need Accounts Payable permissions for Approve bills (List). |
| The bill is not eligible for approvals | Some bills are not subject to approval. The following bills do not go through the approval process:
|
| You are using a custom or filtered view on the list page | Check that you are viewing all available bills on the Approve bills list. On the far left of the page, make sure that All is selected from the dropdown. Or, select View all on the far right of the page. |
Confirm where the bill is in the approval flow by selecting the History tab on the Bill information page.
Fixing errors
If the bill is still in a Submitted state and you have permission to edit bills, recall the bill to remove it from the approval queue. Then, make your changes and resubmit the bill.
If the bill state is Submitted and you have bill edit permissions, the absence of the Recall link suggests that the bill was submitted by a user who does not have edit permissions. In this case, ask the approver to decline the bill, then update it and resubmit.
Delegating bill approval responsibilities
You can delegate approvals when the option is enabled in your Accounts Payable configuration. After your admin sets up bill approval delegation, you'll see the option to turn on delegation in My preferences under Email notifications.
Bill approval delegation is not currently supported for value-based approval.
