Once you have entered vendor bills, use the Bill Management>Approve Bills screen to approve payment of the bills, or send an email to a client allowing the client to approve payment. In this case, the email goes to the person designated as a client contact on the Setup>Company>Contact screen.
If a client requires their own bill approval, you must enter the necessary email address on the Expenses/Jobs>Client Approval screen available from the Setup menu. You can enter up to two client email addresses. In this case, the email goes to one or both of the email addresses specified on the Client Approval screen.
You can also use the Approve Bills screen to record a payment previously made without using the system, for example, a credit card payment or a payment using a handwritten check.
Any available credit memos from vendors appear as negative amounts on the list on the Approve Bills screen.
Select Expenses>Bill Management from the main menu and click the Approve Bills tab.
The Approve Bills screen opens displaying a list of all bills waiting for approval for all vendors (if there are any).
View bills for all vendors or one vendor. Narrow the list as needed using the Bills Past Due, Bills Due Within 7 Days, or the Bills Waiting for Approval options.
Select one or more bills using the checkboxes in the Select column and, if necessary, enter a different amount for a bill in the Enter if different column.
Then choose the desired action from the action bar. Click:
The email icon to email the client for approval
Record to record the details of a manual payment
Approve to provide direct payment approval information
When selecting a bank account for recording or approving a payment, the Balance field displays the balance for the selected account for reference.
When you approve a payment, you move to the Pay Bills screen to pay the bills.
For an overview of the Bill Management module, see Bill Management. For more information see: