The Approve Bill module allows authorized users, such as managers, HR personnel, or finance approvers, to review, approve, or reject submitted bill requests.
Approval Flow: If your organization has a multi-step workflow configured for bills, all submissions will follow this workflow. If no workflow is configured, bill requests will default to the admin or designated approver.
All actions are permission-based, ensuring that only users with the appropriate rights can take action.
Action Options for Approvers #
Approvers can perform the following actions based on permissions:
- Approve – Approves the bill request and, if a multi-step workflow is configured, moves it to the next approver in the sequence.
- Reject – Rejects the bill request and allows the approver to add comments explaining the reason.
- View – Opens detailed bill information, including:
- Bill amount, title, category, and date of expense
- Employee details
- Uploaded attachments or vouchers
- Approval workflow progress and history
Comments & Communication #
Approvers can add comments to bill requests to:
- Provide instructions or feedback to the employee
- Ask for clarification regarding the expense
- Track communication during multi-step approvals
All comments are logged and visible in the bill history for transparency.
Summary #
The Approve Bill module ensures that submitted bills are reviewed accurately and efficiently. Multi-step workflows, permission-based actions, and in-app communication make the expense approval process transparent, traceable, and compliant.