Approving payables and receivables

How to take action when a payment or invoice requires your approval

Erica Melzer avatar
Written by Erica Melzer
Updated over a week ago

To see the payments or invoices pending approval, head to your dashboard and look for the Needs approval section under both Payables and Receivables in the left side navigation.

By default this list displays All of the payments or invoices currently pending approval.

At the top of the page, you have two additional options to filter between Needs my approval and Needs team approval.

  • Needs my approval will only show you the list of payables requiring your approval.

  • Needs team approval will show you the payables requiring approval from all of the other approvers in your account.

Approving a Payment or Invoice

To approve a payment or invoice, click on it to view the full payment page and then click the Approve button near the top of the page. This slides out a panel from the right side of the page and from there you can confirm the approval.

Note: For international payments, approval is triggered based on the estimated USD amount of a payable.

Approving via email

When an approver gets an email alert that there is a payment that requires approval, they have 2 options to approve the payment.

Option 1: Click the big approve via email button that appears in the approval notification email.

screenshot of an approval email notification

Option 2: Reply with the word "approved" to the approval notification email which will also approve the payment ✅ .

Please note that any reply containing the word "approved" will trigger an approval such as "this is not approved."

If you do not wish to approve the bill, no action is required.

After replying with any text that includes the word “approved”, the payment will be approved. The contents of that email will appear as a message in the payment details screen of the Routable Dashboard.

With payments that require a second level of approval, the second level approvers will receive new emails, asking for approval, and the process works the same way as first level approvals.

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