Overview
After you create a payment for a bill or statement, a payment record is created with the status Ready for Approval. To ensure the payment is delivered to your payee, review and approve the payment so your remittance vendor can process it.
Who uses this feature
Administrators, managers, and accountants
Account configuration is required to use this feature. Please contact Technical Support for details.
The Purchasing Module is required to use this feature.
Permission is required to use this feature. Please contact the account administrator on your team.
Things to know
If you haven't already enabled Payables, see Set up Accounts Payable.
Approve and pay a bill or statement
Go to the navigation bar and click Accounting.
In the side panel, click Payments.
Click the Ready for Approval tab.
Click a bill or statement you want to approve and pay.
Tip: Use the filters to quickly find a bill or statement.
The payment record opens. Click Approve and Pay.
Note: If this is your first time making a payment to the specified remittance vendor, the First-time Transaction Verification pop-up opens. Review the vendor details, then click Approve and Pay.
The payment record status updates to Initiated.
Note: When you complete a payment and add the payment to a batch, a link to the batch number appears in the payment details so you can review the payment.
Want to learn more?
See other articles in Payables.