Open bills
1
Open the Dashboard tab.
2
In the Review section, tap Bills.
Approve or reject bills
1
From the list
On a bill row, tap ⋮. Choose Approve or Reject. The menu also includes View details.
2
From bill details
To review the bill first, choose View details, then tap Approve or Reject at the bottom of the Bill details page.
- Long-press a bill to select it.
- Select other bills or choose Select all.
- Choose Approve or Reject.
Review bill details
Bill details shows each bill’s vendor, amount, due date, submitter and status. More details includes the bill date and reference number, and Approver(s) lists the approvers. Use Receipts, Notes and Tags to review the bill’s attachments, notes and tags. In Notes, you can add a note and see only notes shared with Cardholders. In Tags, you can view tags but can’t edit them.
Bill approval push notifications
The Bill to approve push notification tells you that a vendor’s bill for the displayed amount needs your approval. Tap it to open Bill details. If the bill has already been reviewed, the notification opens the Bills list instead. To receive these notifications, turn on Bill payment requests in the app under Settings → Notifications. This toggle is available to Cardholders in a bill approval policy.