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Page= My Accounts

Tab - Add Users

Subscription = Approver Plan

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Manage Approvers Activity

The Approvers table in My Accounts gives account administrators a central place to manage the people responsible for reviewing and approving invoices.

The table provides an at-a-glance view of each approver’s invitation status, account status, approval activity, and role in the approval process. This makes it easier to identify who is actively participating in invoice approvals, who still needs to complete their setup, and where attention may be required.

What the Approvers Table Shows

The table brings together key information about each approver, including:

• Approver Name — Identifies the person assigned to approve invoices.

• Email — Shows the email address associated with the approver account.

• Status — Shows the current state of the approver, such as active, pending, inactive, or invited.

• Invitation Status — Helps identify approvers who have been invited but have not yet completed their account setup.

• Approval Activity — Shows whether the approver is actively participating in invoice approvals.

• Approval Assignment — Indicates that the approver is part of the configured approval process.

• Actions — Allows the account administrator to manage the approver, such as editing their settings, resending an invitation, or deactivating the approver.

Managing Your Approver Team

The table is designed to give administrators a team-level view of their approval structure.

For example, an administrator can quickly identify:

• Which approvers are currently active.

• Which invitations are still pending.

• Which approvers may need a reminder to complete their setup.

• Which approvers are no longer active and may need to be deactivated.

• Whether the organization has the appropriate people available to handle invoice approvals.

This is particularly useful when an organization has multiple approvers responsible for different invoices, departments, locations, vendors, or approval levels.

Pending Approvers

A Pending status generally means the approver has been invited but has not yet completed the required account setup.

Administrators can use the table to monitor pending invitations and take appropriate action, such as resending the invitation or reviewing the approver's information.

Keeping pending invitations under control helps ensure that invoices do not become delayed because an assigned approver has not completed their setup.

Active Approvers

An Active approver has completed their account setup and is available to participate in the approval process.

Active approvers form the working approval team. Their assignments and approval responsibilities determine which invoices are routed to them for review.

Deactivating an Approver

When an approver leaves the organization, changes responsibilities, or should no longer approve invoices, the administrator can use the Approvers table to manage their status.

Deactivating an approver helps prevent invoices from being routed to someone who is no longer responsible for approvals.

Before deactivating an approver, administrators should review the organization's approval configuration to ensure that another qualified approver is available where needed.

Why the Approvers Table Is Important

The Approvers table provides a single management view of the approval team. Instead of checking individual users separately, administrators can monitor the status and activity of all approvers from one location.

Use this table regularly to:

1. Monitor your approval team

2. Follow up on pending invitations

3. Identify inactive approvers

4. Keep approver information current

5. Maintain an effective invoice approval process

Keeping the Approvers table current helps ensure that invoices are consistently routed to the right people and that your approval workflow continues to operate without unnecessary delays.