With our multi-entity approvals (MEA) grid 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 do not see it yet, stay tuned!
If you have the MEA grid feature, when you login, you will 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.
Click on 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
- Approve bills
- Deny bills
What can I do on the MEA grid?
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 will not be shown in the drop down list.
You can click the invoice number to view, edit, or delete the actual bill, if the bill is from an account with the most current user interface. If the bill is from an account on our classic interface, you will need to login directly to the account to view the bill details. To edit or delete the bill, you must have those permissions in your user role.
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 clicking Approve on the left side for each bill you'd like to approve.
If the account is on the new interface, you can also click the invoice number to open slideshow approvals. click 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, click Next bill or Previous bill.
Reminder: If the account is on the classic interface, you will need to login to the account directly to view bill details, edit, delete, deny, or approve via this slideshow method.
Approve bills in bulk
You can approve in bulk by checking the box for each bill on the right, and click Approve on the top left.
When you approve bills, either one by one or in bulk, you will 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, the account must be on the new interface. If the account is on the classic interface, you must login to the account directly to deny bills.
To deny bills from the MEA grid:
- Click the invoice number
- Click More actions
- Click Deny
- Select the denial reason
- Add a note
- Click 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, click Next bill or Previous bill.