Approval is the control point before a vendor bill can move toward payment. Review the bill from a business perspective, not just as a data entry task.

What this guide helps you do

• Approve only bills that are complete and legitimate.
• Reject or hold bills that need clarification.
• Use AI to summarize review context without approving automatically.

Before you start

• Know your approval authority and any amount thresholds.
• Open the bill and supporting context.
• Check whether the vendor, invoice number, and amount match expectations.

Do it manually

1. Open Money and choose Pay Bills.
2. Filter to bills waiting for approval.
3. Open the bill and review vendor, amount, due date, reference, and notes.
4. Check for duplicates or missing documentation.
5. Approve only if everything is correct.
6. If not ready, leave a note, reject, or request clarification according to your process.

Ask Faster AI

• Summarize this bill for approval and flag missing details or duplicate risk.
• List bills waiting for my approval by due date and amount.
• Review this vendor bill against recent bills from the same vendor before I decide.

Review before saving, sending, paying, or refunding

• Do not approve a bill you are not authorized to approve.
• Confirm the bill should be paid by the business and not disputed.
• Keep approvals separate from payment-run execution when your process requires it.

Common issues and fixes

• If approval is disabled, check your role and the bill status.
• If details are missing, request clarification instead of approving.
• If duplicate risk appears, compare invoice numbers and amounts before continuing.

Faster Money overview

For how approvals and payment runs fit into the broader Pay Bills workflow, read the Faster Money overview. Faster Money: Invoices, Quotes, and Bill Pay in One Place.

Connected workflows

• Manage roles for content and Money
• Start a chat from Workspace
• Review customer money history
• Review revenue and pay-now activity

Placeholder media

• Screenshot placeholder: add an annotated screenshot of approve a bill before payment with customer names, amounts, account details, and private notes blurred.
• Video placeholder: add a short walkthrough that starts from the Money workspace, shows the manual path, then shows the review step before anything is sent, paid, refunded, or published.

Related help

• Add a vendor bill
• Approve a bill before payment
• Run payment runs

Use it in daily operations

• Before closing the task, review the related Money record, customer record, owner, due date, and any follow-up message that should happen next.
• If the workflow affects a real payment, keep the action in review until the amount, recipient, invoice, quote, or bill details are confirmed.
• Use Faster AI to summarize the payment context and prepare a checklist, but approve sends, refunds, bill payments, and customer-facing messages manually.