The new EZ Approve feature in Payables makes it easier than ever for LegFi users to manage accounts payable. Approvers can now review and authorize payments right from an email or text message, without needing to log in.
Before You Begin
Payables requires you to have a LegFi Treasury account. If you do not already have a Treasury account, open one for free following the steps found here.
How to Use EZ Approve
When a new payment is created in Payables an email notification and an SMS text notification are sent to users with Edit Payablesʼ permissions with a link to add an approval from the email or the text message.
Add a Bill or set up a Quick Pay
Add a payment to the bill you would like to pay
A text will automatically be sent to admin with manage payables access
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Click the link that was texted to you
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The payment will automatically be approved
If a link isn’t used within 48 hours, it will expire. Payables users can easily send a new notification when needed.