Approve or decline a bill payment request

If you’re assigned payment approval permissions, you can review and approve or decline payment requests. When approving or declining a payment request, you can add comments explaining your decision.

Payment requests appear in your approval queue when you’re assigned to the approval level required for the payment amount. Learn how to Assign payment approval permissions.

When working at the top level, approve or decline payments for one entity at a time. For example, approve all requests for Entity A before moving on to Entity B. To sort requests by entity, select the Entity column heading on the Approve payments list.

Approve or decline a bill payment request

Subscription	Accounts Payable enabled for Payment approvals
User type	Business Employee
Permissions	Approve payments: List and Level #

Go to Accounts Payable > All > Payments > Approve payments.
Filter the approval list to see only those payments that you want to act on.
Use Advanced filters to create more complex filters. Create and save a custom view if you regularly approve the same types of payment requests.
Select the checkbox to the left of payment or payments that you want to act on.
Do one of the following:
- Select Approve.
- Select Decline.
Optionally, enter a comment.
Select Approve or Decline.

What happens next?

Approved payment requests

When a payment request is approved, the bill is paid according to the selected payment method.

Declined payment requests

When a payment request is declined, the payment request remains on the Payment requests page.

Depending on the reason for the decline, the bill can be:

Edited and resubmitted
Deleted
Reversed (if reversals are enabled) after the payment requests is canceled.