---
title: "Basic Bill Approval"
slug: "approving-bills"
tags: ["Approval", "Tutorial", "Bill"]
updated: 2026-03-05T14:26:35Z
published: 2026-03-05T14:26:35Z
canonical: "support.makershub.ai/approving-bills"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.makershub.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Basic Bill Approval

This article will walk through the basics in reviewing and approving/rejecting a bill. This document is geared toward Project Managers or other team members that are responsible for confirming the bill appears correct, adding notes, and/or including additional approvers to a bill. For a more detailed guide please see our article [Process and Approve Your First Bill](https://support.makershub.ai/docs/process-your-first-bill).

## Reviewing Bills

When you first login to MakersHub, you will most likely first see the **Dashboard** shown below. To see all the bills awaiting for your approval, click **Review Bills.**

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/2024-09-03_07h46_25(3).png)

Each bill awaiting your approval will appear as tiles below. Here you can see a quick summary of the bill as well as the approvers below in blue. Click **Review** on the bill you wish to review.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/2024-09-03_08h42_11(1).png)

When reviewing the bill, the document you uploaded will appear on the left side of the screen, and the OCR extract of the bill contents will appear on the right. From here, you can click on any of the fields to make edits.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Edit Bill Extract.png)

## Approve/Reject a Bill

Once you verify the bill is correct and are done with your responsibility, click the **Approve** button in the lower left corner. The next bill pending your approval will appear. Once a bill is approved by all assigned approvers, it will move to the **Account Payable** tab to be paid.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Approve Bills(1).png)

To Reject a bill, first add the mandatory **Rejection Note -** Duplicate, Statement, Invalid Bill, and not a Bill or add your own rejection reason in the bottom left and click the **Reject** button**.** This will move the bill to the **Archive** tab.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/2026-03-05_08h23_18.jpg)

If you select **Changes Requested**, MakersHub will reroute this bill back to the start of the approval workflow chain, along with an email notification to the users that their bill has been rejected and they will need to reapprove.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Changes Requested.jpg)

## Add Approvers or Notes

Should a bill need to be approved by an additional user not listed as an approver. Click the **Select Additional Approver** button and choose the user or user group from the dropdown you wish to add for additional approval. They will then appear in the **Approvers** section in the middle of the bill.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Select Approver(2).png)

You can also type notes for other users to see. Type your message in the **Approvers** section and click the **Add** button. Using the “@” symbol, you can tag specific users, and they will receive an email with the note directly in their inbox.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Add Note.png)

From here, users can select **View Record** to be taken to MakersHub to see the bill. Or click **Respond** to respond to the message directly.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Email Notification(1).png)

Should a user click the **Respond** button, they will be taken to a page that contains a summary of the bill where they can reply to the message directly, click **View Bill** to see the document uploaded, and approve or reject the bill if applicable.

![](https://cdn.document360.io/1b554e23-2d1e-483c-9fb1-9be0ba01e89c/Images/Documentation/Review Bill(1).png)