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As we are experimenting with BILL for LT, you should still be familiar with the Event Advances rules and protocols as it relates to spending and approving purchasesread through Allowed Event Expenses so you understand what purchases are allowed for the LT Program.
The following articles from BILL will assist you as you learn this new platform.
- Sending Funds
- Splitting Transactions
- The LT Finance Admin is responsible for splitting transactions that cover multiple accounting codes. For example, if a purchase at a grocery store is for snacks and plates, the transaction will need to be split into two - one for the snacks (Meals and Hospitality) and one for the plates (Supplies).
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What does the Denied status mean? We see two use cases for denying a transaction:
If a transaction is denied, how will my spender know? When a transaction is denied, BILL will send an email notification to the spender letting them know their transaction was denied and include the comment you left on the transaction. The email will look like this:Which transactions can I approve or deny?Depending on your settings, you can require approvals on all transactions or transactions above a specific dollar amount. Transactions in any status, including incomplete transactions, can be approved or denied. |