Manage Approvers on a bill or vendor credit

You can add, update, remove, or remind approvers during the approval process for a bill or vendor credit.

To create approval policies or default approvers, please see the Create and manage an approval workflow article under the Resources section at the bottom of this page.

Jump to:


Add, remove, or reorder approvers

  1. Open the bill or vendor credit
  2. Select Edit
  3. Under Approvers, make the necessary changes
    • Select X next to a current approver to remove
    • Select an approver in the next empty approver box
    • Select the dots next to an approver and drag to reorder
  4. Select Save

Note: If the approver you want to remove has already approved/denied the bill or vendor credit, all approvers must be removed. You can then re-add any approvers you do want on the bill.

  1. Open the bill or vendor credit
  2. Select More actions
  3. Select Audit Trail
  4. Hover over Bill Details and select Approvers
  5. Select [del all] next to the list of approvers to remove all approvers from bill

Remind approvers

If an approver has not yet approved a bill or credit and you'd like to remind them that it is waiting on their approval, you can do that right from the bill or credit itself.

  1. Open the bill or vendor credit
  2. Under Approvers, select Remind next to the approver you'd like to send a reminder to review

We'll send the approver an email to remind them that the bill or credit is waiting for their review.

Note: You can only send reminders to the next approver in sequence.

If approval is pending for more than one approver, you can remind the next approver in line, then once they approve the bill or credit, you can remind the next approver, and so on.