Subject: Issues with Bill.com Approval Not Being Recorded
Hi everyone,
Has anyone else experienced a situation where a client claims to have reviewed and approved bills in Bill (formerly Bill.com), but those approvals didn’t get recorded? This has occurred three times for us — twice with the same client and once involving the approver on our team.
Appreciate any insights!
Thanks!
One response
Hi there,
I can understand how frustrating that must be! We had a similar issue a while back where clients thought they had approved bills, but it didn’t reflect on our end. Here are a few things we found helpful:
Check Confirmation Emails: Encourage clients to verify any confirmation emails from Bill.com. Sometimes they may think they’ve approved when the system didn’t register it.
Browser Issues: Sometimes, browser settings or issues can interfere with submissions. Suggest they try a different browser or clear their cache.
User Permissions: It’s also worth checking the permissions set up in Bill.com. Occasionally, certain user settings can affect approval processes.
Support Ticket: If the issues persist, don’t hesitate to reach out to Bill.com support. They may be able to identify a specific problem on their end.
Follow-Up Process: Implementing a follow-up process after approvals can help catch any discrepancies early.
Hope this helps, and you get to the bottom of it soon!
Best,
[Your Name]