HOW-TO

How to approve bill records in bulk in Sage Intacct

Short answer

Sage Intacct's help only describes approving bills one at a time. No bulk approve is documented. Go to Accounts Payable > All > Bills > Approve bills, open each bill and select Approve.

Last checked

Bulk approval means approving many bills at once instead of opening each one. It saves time on routine bills. What is segregation of duties?

Before you start

  • Accounts Payable configured for bill approvals
  • Approve Bills: List permission

The Sage Intacct way

Where to find it: Accounts Payable > All > Bills > Approve bills

  1. Go to Accounts Payable > All > Bills > Approve bills and filter the list.
  2. Select Approve next to a bill, add an optional Comment and select Approve.
  3. If more approvals are needed the bill shows Partially approved and moves on.

Limits in Sage Intacct

  • The help describes approving one bill at a time. No bulk approve action is documented.
  • Approvers can delegate approval while away.

The Pulsify way

  1. Open the Invoices queue in Pulsify. Filter to bills waiting on you.
  2. Open anything flagged and fix or reject it.
  3. Tick the clean bills and use bulk approve.
  4. Pulsify creates each bill in Sage Intacct with the file attached.

Pulsify connects to Sage Intacct. We set up the connection for you.

What Pulsify does not do here

  • Bulk approve is per bill. If one bill fails, the others still go through.
  • A bill with a warning may need to be approved from its own page.

Common mistakes

  • Expecting to approve a whole list at once.
  • Leaving bills with an approver who is away and has not delegated.

More help

Sources

Last checked 2026-10-19. Confidence: confirmed.

Common questions

Is there a bulk approve in Sage Intacct?

The help describes approving one bill at a time. No bulk approve action is documented. Go to Accounts Payable > All > Bills > Approve bills and select Approve next to a bill.

What if a bill needs more than one approver?

After your approval it shows Partially approved and moves on to the next approver.

Can an approver delegate while away?

Yes. The help says approvers can delegate approval while they are away.

Does Pulsify let me bulk approve?

Yes. Pulsify supports bulk approve, bulk reject and bulk archive.

Pulsify setup guides

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