With our multi-entity approvals (MEA) feature, if you are a bill approver on an accountant console, you can approve bills assigned to you or an approval group you are a part of, across all your clients, in one easy place!
Note: This feature is being rolled out in phases. If you don't see it yet, stay tuned!
- Open the multi-entity approvals (MEA) grid
- View bill and vendor details
- Approve bills one by one
- Approve bills in bulk
- Deny bills
Open the multi-entity approvals (MEA) grid
If you have the MEA feature, when you login, you'll see a multi-entity approval section on your account selection screen which shows you how many bills you have to approve, and how many accounts they come from.
Select the square link to open the MEA grid. This grid lists bills pending your approval per account, the basic bill info for each, and gives you the ability to approve either one by one, or in bulk.
View bill and vendor details
On this grid, you can use the Select Company drop down to view bills to approve per account. The drop down will only show accounts that have bills pending your approval. If an account has no bills pending your approval, it won't be shown in the drop down list.
You can select the invoice number to view, edit, or delete the actual bill. You can also hover over the vendor name to view basic vendor details.
Approve bills one by one
You can approve bills one by one by selecting Approve on the left side for each bill you'd like to approve.
You can also select the invoice number to open slideshow approvals. Select Approve to approve a bill, which will then open the next bill for review and approval. To skip a bill without approving or move back to a previous bill, select Next bill or Previous bill.
Approve bills in bulk
You can approve in bulk by selecting the box for each bill on the right, and select Approve on the top left.
When you approve bills, either one by one or in bulk, you'll see a success message to let you know the bill(s) were approved, and the approved bills will no longer appear in the MEA grid list.
To deny bills from the MEA grid:
- Select the invoice number
- Select More actions
- Select Deny
- Select the denial reason
- Add a note
- Select Submit
The next bill will open for review and approval or denial. To skip a bill without approving or denying, or to move back to a previous bill, select Next bill or Previous bill.