Non-approvable bills

The approver is not able to approve the bill in the following cases:

• Exception approval thresholds have been defined for the fields showing exceptions and the exceptions exceed the threshold.
• Exception approval thresholds have not been defined for the fields that are showing exceptions.
• A bill line is not paired with any line in the linked POs.
• The PO line price or quantity equals zero and the corresponding bill line price or quantity does not equal zero.
• The bill and PO are not in the same currency.

Approver emails

For cases where the bill cannot be approved, users with the Process Bills role receive an email in which they can:

• Send the bill back to AP to update bill line details, POs or receipts. The AP Team can send the bill for re-matching from the "Pending AP action" subtab.
• Dispute the bill and enter a reason for dispute, which is sent to the payee.

Email fields and descriptions

The following table describes each field in the approver email.

Field	Description
Bill Details
Supplier	The name of the payer, as assigned by Tipalti
Total bill amount	Bill currency and total amount
Related POs	List of purchase order numbers linked to the bill The format is: PO # - ordered by buyer on "PO creation date" If there is no buyer or PO creation date, then only the PO # displays. If the bill is not linked to any POs, then "missing" displays in this field.
Related receipts	List of receipt numbers linked to the purchase order and bill The format is: Receipt # - received by recipient on "receipt date" If there is no recipient or receipt date, then only the receipt # displays. Three-way matching must be enabled for this field to display.
Custom field	If custom fields have been defined for the bill entity, the field name is the display name and the value is what was defined on the bill.
Invoice number	The number of the invoice
Bill refcode	The reference code for the bill
Bill date	The date the bill was created
Due date	The date the bill is expected to be paid This value is the computed due date: (Invoice date or bill creation date) + payee payment term
line details
Bill line#	The index number of the line, which is used to reference the same line in the "Exceptions" table below
Item#	Code for the bill line item
Description	A description of the bill line
Custom field	If custom fields have been defined for the bill line entity, the field name is the display name and the value is what was defined on the bill line.
Quantity	The number of units for the bill line description
Price	The price for a single unit of the bill line description
Net amount	The amount of the bill line (Quantity x Price)
Tax code	The type of tax code and its rate—e.g., VAT-UK (20%)
Tax amount	The currency and amount of tax for the bill line A negative number (for vendor credit) is allowed
Total	The currency and total bill line amount (net amount + tax amount)
Total Amount	The currency and sum of all line totals Displays below all bill lines
Previous bills
Invoice date	The date indicated on the original invoice
Invoice number	The number of the invoice Click this number to download the invoice (if there is no invoice attached to the bill, this number is not clickable)
Due date	The date the bill is expected to be paid This value is the computed due date: (Invoice date or bill creation date) + payee payment term
Total amount	Bill currency and total amount
Status	The status of the bill
Exception details
Bill line#	The index number that matches the same index number in the bill line details above
Exception details	A description of the matching exception for the bill line
PO#	The purchase order identifier relevant to the exception description Only displays if more than one PO is linked to the bill
PO value	The field value on the purchase order that shows a matching exception
Bill value	The field value on the bill that shows a matching exception
Receipt value	The field value on the receipt that shows a matching exception Three-way matching must be enabled for this field to display.

A notification displays at the bottom of the email, which indicates whether the original invoice is attached.

Email actions

The email contains two action buttons. These actions can be performed via mobile, tablet or computer.

• Send back to AP: A reason for sending the bill back to AP must be provided. The bill is assigned a status of Pending AP action and is forwarded to the Pending AP action subtab.
• Dispute Bill: A dispute reason must be provided. The reason is emailed to the payee.