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Approve bills

Approving bills is critical in financial management to ensure bills are paid correctly. If you’re a bill approver, after a submitter has reviewed and submitted a bill for approval, you receive a notification that there’s a bill ready for your approval.

You can approve bills from Home, the Bills screen, or by email. You can approve one bill at a time or select multiple bills and approve them all in one go.

Email approval is a good option if the approvers don’t have an account with Tipalti Hub. The approver can review all bill details and approve or reject them with the click of a button. It’s convenient and accelerates the approval process.

To approve from Home:

  1. You land on Home when you log in to Tipalti. If you’re not there, click Home in the left menu.

  2. To review the bill details before approving it, click on the bill listing.

    3. To approve straight away, click APPROVE.

  3. If you reviewed the bill and everything is correct, click Approve.

    4. Once you approve the bill, it’s passed on to the next approver or to Pending payment in Bills.

To approve from Bills:

  1. Click on Bills from the left menu.

  2. Click the Pending my approval tab.

  3. To review the bill details before approving it, click on the bill listing.

  4. If you reviewed the bill and everything is correct, click the 3-dot menu on the right.

  5. Click Approve.

    6. Once you approve the bill, it’s passed on to the next approver or to Pending payment in Bills.

    You can also send it back to AP if the submitter needs to make more changes, or you can choose from the other options available.

    If a bill goes through PO matching, depending on your PO matching settings, some lines skip the approval process.

To approve by email:

  1. In your bill approval email, you receive a bill summary with several options for the next steps.

  2. To approve the bill, click Approve bill. You’re taken to the Tipalti Hub to complete the approval.

    3. You can also send it back to AP if the submitter needs to make more changes, or you can choose from the other options available.

    You can find out how we keep emails secure here.