Using AP

How to Send Payments to Approvals

Send a payment to approval

In your Rho Dashboard, navigate to the Accounts Payable tab in the left-hand menu, then select the Payments section.

On the line of whichever bill you would like to submit, click the View button. 

 

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In the next screen, fill in any missing information in the Details section. 

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If you’d like to submit a bill for approval, you can click the Send for Approval button in the top left corner.

Otherwise, you can leave the bill as a draft and return to the main Payments page by clicking the back arrow. 

If user drafting payment is an approver, the action of Send for Approval will count as the first layer of approval.

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Send to approval from table (single and bulk)

In your Rho Dashboard, navigate to the Accounts Payable tab in the left-hand menu, then select the Payments section.

On the line of whichever bill you would like to submit, click the three dots on the right hand side of the screen.

In the pop-up menu that appears, click Send for Approval.

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To send multiple bills concurrently, click the empty boxes on the left side of the desired bills. 

Once you have selected all your desired bills, click on the Send for Approval button to the top right of the bills table.

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Updated