Understanding Bill Lifecycle

Payable States Overview

Draft

The initial state when a document is uploaded to Mysa via dashboard, Slack, or email. If all required information is provided during upload, the payable automatically moves to the In Approval state.

In Approval

The state after a draft is submitted, awaiting review from designated approvers. Approvers review the payable details and either approve it to move forward or reject it.

Finance Review

A required verification stage after initial approvals for financial verification. Accountants and other Finance team members verify accounting details and either approve the payable to move forward or reject it.

Ready-To-Pay (RTP)

The state after all necessary approvals, including Good for Accounting (GFA), indicating bill is good for payment. Only Finance Controllers and Admins can access this state in the Payments tab.
The bill is alos in Ready-To-Pay state when a part of the amount is in Authorization.

In Payment

The state when a payment has been created against the bill and is awaiting authorization. This does not mean the bill has been paid, only that the payment process has been initiated.

Partially Paid

The state when only a portion of the payable amount has been paid. The remaining balance stays in Ready-to-Pay status for future payment processing.

Paid

The terminal state indicating the payable has been successfully and fully paid. Email confirmations are automatically sent to relevant stakeholders.

Rejected

A terminal state that occurs when a payable is denied at any stage in the approval process. The uploader receives notification about the rejection.Understanding User Roles in Mysa

This guide explains the five user roles available in Mysa and the permissions associated with each role.