View and track bill payment requests

View bill payment requests that are awaiting approval. Use the Payment requests page to view pending requests, create custom views to focus on the information most relevant to you, and create reports for ongoing visibility into approval activity.

Payment requests with a status of Submitted or Partially approved are awaiting approval. A Partially approved payment request has received one or more approvals but still requires additional approvals before payment can be issued.

View pending bill payment requests

Subscription

Accounts Payable enabled for Payment approvals

User type

Business

Permissions

Payment requests: List

  1. Go to Accounts Payable > All > Payments > Payment requests.

  2. In the Payment status column filter, select Submitted or Partially submitted

  1. Go to Accounts Payable > All > Payments > Payment requests.

  2. In the Payment status column, enter Submitted or Partially submitted.
  3. Press Enter on your keyboard.

Create a custom view

Create a custom view to display the columns, filters, and sorting options that support your payment approval process.

SubscriptionAccounts Payable enabled for Payment approvals
User typeBusiness
PermissionsApprove payments: List and Level #

  1. Go to Accounts Payable > All > Payments > Approve payments.

  2. From the Manage views dropdown, select Create new view.

  3. The Create new view wizard opens and steps you through configuring columns, filters, and sorting options.

  4. To make your view available to other payment approvers, select Deploy.

  5. Select Save.

  6. Select the view dropdown next to Manage views and select your view from the list.

Create a custom report of pending payment requests

Create a custom report to track payment requests awaiting approval.

Add the report to your dashboard by memorizing it to easily see payments that still need approval.
  1. Select AP Payment request as the data source.

  2. Select Payment status as a column to include in your report.

    • Payment amount
    • Payment date
    • Payment method
    • Payment transaction amount
    • Vendor ID
    • Vendor name
  3. Filter to have the Payment status column equal Submitted or Partially approved.
  4. Continue setting up the custom report as needed.