Managing Approvers on a bill/vendor credit

Approvers can be added, updated, or removed during the approval process for a bill or vendor credit.

Updating Approvers

  1. Locate the bill or vendor credit
  2. Click More actions
  3. Click Edit bill
  4. Under Approvers, make the necessary changes
    • Click Remove next to a current approver to remove
    • Click Add to add Approver(s)
    • Drag Approver names to reorder the approver list
  5. Click Save

If you do not see the described feature available in, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for and upgrade accordingly or contact the Administrator of your account. Changes in monthly user fees may apply.