Approving payables

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

At the top of the Needs approval page, there are 3 tabs that filter the payables in view:

(A) Needs my approval

(B) Needs team approval

(C) All

• 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.

• All shows all payables needing approval. 

Approving a Payment

To approve a payment, click on the payment to view the full payment page and then click the Approve button near the top of the page. 

⭐ 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 Approve via email button that appears in the approval notification email.

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

A reply will approve a payment when:

1. The word approved appears on the first line of the reply
2. It appears at the beginning of a sentence or phrase
3. It appears on its own, not as part of the middle or end of a sentence or phrase

Approvals:

1. May include punctuation (e.g., approved. approved!)
2. May include leading or trailing whitespace
3. Can be case-insensitive

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

After replying with "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.

Replacing an approver on an existing bill

How to replace an approver on an existing bill depends on how the approver was assigned.

• If assigned via a configured approval rule, all approvals must be bypassed for that payable.
• If assigned manually when creating the payable, the approver can be edited by editing the payable if no approvals have been given yet. If at least one approval has already been given, all approvals must be reset by editing the payable in order for the manual approver to be edited.

Delegating an approver 

If an approver if out of office and needs a delegate approver during a specific time period:

• For new payables, update approval rules. 
  • Update approval rules with the delegate, and remove the delegate after OOO.
  • Add delegate to level with "Any" or "All" condition and then remove them when the OOO user is back.
• For existing payables, members need to replace the approver per bill.
  • Users can change their rules to add the delegate, edit the payable in a way that would reset approvals, then save, and approvals will be reset and the delegate would be added