Hello! I have a number of Recurring Bills. We have a new process and need to add a new approver to many of the different recurring bill series (but not all). I can update/change an approver to the individual bill, but not the series.
If there is no way to edit approvers on the series, I would need to recreate the series from scratch and archive the existing series. It would be much preferred to just be able to add/edit the approver on the existing series.
Thank you!!
Hey Zoe - you’re correct - you’ll need to do it manually for now.
One workaround/tip - you could update your Bill Pay approval policy to route approval by the Vendor of a bill. If your recurring invoice sequences are the only bills you get from that vendor, it could be a good way to update the approval flow for those invoices more efficiently. If this would work, there are two ways you could do it:
If you’re on Ramp Plus: You can go into Bill pay → three dots top right → settings → approvals → edit → add a condition to route approval by Vendor and select the recurring vendor and the team members who would need to approve this vendor’s bills.
If you’re on Ramp free: You could do the same as above, but instead of routing approval by the vendor you’d add a step where the ‘Vendor Owner’ has to approve the bill. Then you’d go to the Vendors tab on the left → search the vendor → update vendor owner to the appropriate team member and approvals for this vendor would then route accordingly.
Hopefully, one of these methods works, but I’ll pass your feedback to our Bill Pay team. Thanks, Zoe!
Charlotte