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BillPay
Manage your payments and bills
Bill Approval Workflow
Understand the process for bills to be reviewed and approved by the relevant users.
Similar to reimbursement requests, bills follow a structured approval process to ensure accountability and control:
User Roles :
- Drafter: Can draft and submit bills for approval.
- Reviewer: Can view and approve/reject, but cannot submit payments.
- Approver: Full authority to approve, reject, and submit payments via Airwallex (AWX).
1
Once the bill is submitted, the relevant Approver or Reviewer is notified immediately.
2
Upon approval (requiring a brief reason in the pop-up box), the status changes to Processing and a checkmark appears by the supplier name.
3
The Approver then takes over to handle the pending payment and complete the process.
Initiating a Bill Request
Learn how to add new bills, upload invoices, and input key details for processing.
1
Click the Add Bill button on the main Dashboard.
2
Drag and drop your invoice file into the side panel or upload it manually.
3
Review the AI-extracted details (supplier, amount, due date) for accuracy.
REQUIRED ASSIGNMENTS:
- Who to Bill: Select the registered supplier.
- Payment Account: Choose the source (bank account/wallet).
- Classification: Categorise as Operating or Capital Expense.
- Reason: Provide a brief description of the purpose.
DUPLICATE CHECK: The system will automatically warn you if a bill with the same Supplier and Reference number already exists to prevent duplicate entries.
