Bill approvals

Set up bill approval workflows to reduce the risk of any unapproved bill payments or money movement from your organization.

You can set bill approval workflows for two different operations.

Bill payment approvals

Assign organization users to verify and approve bills before those bill payments are made to the vendor.

Vendor credit approvals

Assign organization users to verify and approve vendor discounts or credits applied to bills before those bill payments are made to the vendor.

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IMPORTANT
An organization user with permissions to pay unapproved bills can pay a bill regardless of the bill's approval status. Ensure that organization users have permissions for approving specific bills or vendor credits.

Bill approval operations

The bill approvals API provides a wide range of services.

API	Description
`ApprovalPolicy`	Create and manage an approval policy. When you create a policy, you can set rules, such as payment amount threshold, mandatory approvers, and minimum number of approvers. See Create an approval policy for more information.
`ApprovalPolicyApprover`	Add and manage an approval policy approver. Policy approvers have the ability to approve policies. See Add an approval policy approver for more information.
`BillApprover`	Retrieve details about a bill approver. See Retrieve approvers assigned to a bill for more information.
`VendorCreditApprover`	Retrieve details about a vendor credit approver. See Retrieve a vendor credit approver for more information.
`ListApprovers`	List approvers assigned to a bill or vendor credit. See List approvers assigned to a bill or vendor credit for more information.
`ListUserApprovals`	List bills and vendor credits assigned to a user. See List bills & vendor credits assigned to a user for more information.
`SetApprovers`	Set specific approvers for a bill or vendor credit. See Set approvers for a bill or vendor credit for more information.
`ClearApprovers`	Clear all approvers for a bill or vendor credit. You must clear all existing approvers before setting new approvers. See Clear approvers for a bill or vendor credit for more information.
`Approve`	Approve a bill or vendor credit for payment. See Approve a bill or vendor credit for more information.
`Deny`	Deny the approval of a bill or vendor credit. The approval process stops at this point. See Deny the approval of a bill or vendor credit for more information.