If you’ve been assigned as an approver, in the chosen approval policy, you’ll be notified by email or Slack when a bill needs your attention.
Who Can Approve Bills?
- Administrators, AP Clerks and Managers are the only roles that can approve bills
- Managers can only view and act on bills assigned for their approval
- Bookkeepers and Spenders can not be added as approvers for an Approval Policy
For more details, see: Configuring and Editing Bill Pay Approval Policies.
How to Approve or Decline a Bill
- Log in to Float and navigate to the Bill Pay page
- Go to the Approvals tab > Select a bill assigned for your review
- Review the bill's details (vendor, amount, GL Codes, funding source etc.)
- Click either the "Approve" or "Decline" buttons
If approved, the bill moves to the Unpaid tab and is ready to be scheduled for payment.
If declined, the bill returns to Drafts tab, and the requester will receive a notification.