Add bill approvers

Required user role: AP processor 
Required permission: Process Bills

After you review a bill, you can add approvers in the Approvers section (at the bottom of the invoice review screen). 

When you click Load approvers, Tipalti loads approvers based on your account setup. If Tipalti AI is enabled, it can also suggest approvers based on who you usually select.

Load approvers

1. Complete the bill review.
2. In the Approvers section, click Load approvers.

Add an approver

1. In the Approvers section, open the Add approver dropdown.
2. Search for an approver, or click + Create approver.
3. If you clicked + Create approver, complete the form and click Add.
   • Manager: Add a manager to provide an escalation path when the approver isn’t available.
   • Threshold: Add a threshold if the approver can only approve up to a certain amount. If a bill exceeds the threshold, they can’t approve it.
4. Click Add.

Edit approvers

• To change the approval order, drag and drop approvers using the move icon at the top of the approver card.
• To remove an approver, hover over the top-right corner of the approver card and click the delete icon.

Follow ups

If you’re still waiting for approval, you can remind, cancel, approve on behalf, or replace an approver. 

If set up, bills that are still pending approval after a set amount of time are automatically escalated to their manager for approval, ensuring continuity. 

1. Go to Bills and click All bills.
2. Find the bill in the list. The bill status should be in Pending approval.
3. Click the 3-dot menu on the right.
4. Select one of the following options:
   • Remind approver to send a reminder.
   • Cancel approval request to cancel a request to approve the bill. 
   • Approve on behalf if you want to approve the bill on behalf of the designated approver. 
     This option is also available for bills in the Pending AP action tab.
   • Replace approver to replace the approver assigned to the bill. 

Replace approver

If you’re not available to approve a bill, you can replace yourself with another approver:

1. In the bill listing, click the 3-dot menu and select Replace approver.
2. Complete the fields to replace yourself with another approver.
3. If you have multiple bills pending approval:
   • Select the checkbox to apply to all bills pending your approval.
   • You can replace the approver for up to 20 bills at a time.

Retract approval

If you're an approver, you can retract an approval, as long as payment hasn't been made. 

Find the bill in All bills, and click the 3-dot menu on the right of the bill listing. Select Retract approval.

Common questions