View the approval history of a bill

If your company is enabled for bill approvals, you can view the approval history of the bill from the Bill page, on the History tab. There, you can see approvers, user IDs, dates, approval states, and comments.

Subscription

Accounts Payable configured for bill approvals.

User type

Business, Employee, Project Manager, and Warehouse
Permissions

Bills: List and View
Restrictions

Bill approvals are only available for bills and recurring bills created in Accounts Payable. For transactions created in Purchasing, use Purchasing approvals.

  1. Go to Accounts Payable > All > Bills and select View next to the appropriate transaction.
  2. On the Bill page, select the History tab.

    The approval history appears at the bottom of the page.

    3. AP Billsapproval history section field descriptions
    Field Description

    Approval step

    All enabled approval steps are listed.

    For example, if your company requires a minimum of 2 approvers for a bill, there are 2 line items for each approval step.

    Rule type

    The rule type for the approval step. For example, this might be a Value Approval rule type.

    Approval level

    If you are configured for value approvals, the level required appears here.

    Approval number

    If there multiple users are required to approve the transaction, each user's approval position appears here.

    Approver

    If you are using a User Level approval (and not any value approvals), the user you selected appears here.

    Approved or declined by

    The user who approved or declined the bill.

    Event date

    The date the bill was submitted, approved, or declined.

    State

    The state of the approval rule.

    • Approved: The bill was approved.
    • Submitted: The bill is pending approval for this rule.
    • Declined: The bill was rejected by the approver.

    Comments

    The person who approved or declined the bill has the option of leaving a comment to explain their decision. That comment appears here.