About bill payment approvals

Bill payment approvals help you control payment authorization by requiring approval before payments are issued. Define approval levels based on payment amounts, assign approvers to each level, and specify how many approvals are required before a payment can be processed.

When a bill is selected for payment, Sage Intacct routes the payment request through the appropriate approval level based on the payment amount. Payments that exceed a defined threshold require approval before the payment can be issued.

How approval levels work

Approval levels define the payment amounts that require review and the users authorized to approve those payments.

Each approval level includes:

A minimum payment amount
The number of approvers required
Users assigned to that approval level

For example:

Approval level	Minimum amount
Level 1	$100
Level 2	$2000
Level 3	$10,000

In this example:

Payments from $100 to $1,999.99 require Level 1 approval.
Payments from $2,000 to $9,999.99 require Level 2 approval.
Payments of $10,000 or more require Level 3 approval.
Amounts below the first approval level are automatically approved.

Approval permissions

Before users can approve payments, they must be assigned approval permissions for the appropriate approval levels. Users can be assigned to one or more approval levels depending on their approval authority.

Multiple approvers

An approval level can require more than one approver. When multiple approvals are required, enough users must be assigned to the approval level to satisfy the approval requirement. A payment remains partially approved until the required number of approvers have approved it.

How approvals are routed

When a payment is submitted, Sage Intacct compares the payment amount to the approval levels defined for Accounts Payable. The payment is routed to users assigned to the appropriate approval level and remains pending until the required approvals are received.

Manual payments

You can determine whether manual payments must go through the approval process. If your organization closely controls who can issue manual payments, you can choose to bypass approval requirements for manual payments.