View pending payment approvals—Accounts Payable

View your pending AP payment approvals on the Payment request page, or create a custom report. On the Payment requests page, you can filter your list of payment requests to only view the ones which still need to be approved.

Payment requests which have a state of "Submitted" are pending approval. "Partially approved" payment requests are pending subsequent approval. For example, a "Partially approved" payment request may need a second or third approver to approve the payment.

1. Go to Accounts Payable > All > Payments > Payment requests.

2. In the Payment status column filter, select Submitted or Partially submitted

1. Go to Accounts Payable > All > Payments > Payment requests.

2. In the Payment status column, enter Submitted or Partially submitted, then press Enter on your keyboard.

Create a custom report to view payments pending approval

Alternatively, you can create a custom report that includes all payments in a "Submitted" or "Partially approved" state.

Custom reports, as long as they are memorized, can be added to dashboards. Add this report to your dashboard to easily see payments that still need approval.

1. Select AP Payment request as the data source.

2. Select Payment status as a column to include in your report. You may also find it helpful to include the following columns:

   • Payment amount
   • Payment date
   • Payment method
   • Payment transaction amount
   • Supplier ID
   • Supplier name
3. Filter your report to have the Payment status column equal "Submitted" or "Partially approved".
4. Continue setting up the custom report as needed.

Receive notifications to approve payment requests

If you're an approver, you can configure your notifications for payment requests on your Preferences page.

1. Select your login name at the top of any page and select My preferences.

2. In the Email notifications section, find the section for Requests for approval and select Payment request.

3. Select one of the following:

   • Individual: Receive an email each time there is a payment request for approval.
   • Consolidated: Reduce your incoming email by grouping related request notifications into one email.
4. Optionally, add a Minimum amount for payment request notifications.

5. Select Save.