How to approve bill transfers?

Once a Bill has been approved, Admin or authorized approvers under the transfer approval policy can submit the transfer for the bill payment.

Below are the steps for Admin/authorized approvers under the Transfer Approval Policy to review and submit transfers for bills.

  1. Click "Bills" under "Spend" section
  2. Select the bill you want to review and approve with a "Pending review" status
  3. Click "Review transfer" to see if the transfer details are  correct
  4. If you need to edit the transfer details, click on "More", then "Modify Transfer". You'll be routed to the transfer screen, where you can make changes on the transfer details 
  5. If you need to reject the transfer, just click "More", then "Reject transfer"
  6. If all good you can click on "Approve", and the transfer will be initiated to the recipient of the bill payment.

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