MineralTree Invoice Approval Process


Audience: Invoice Approver and MineralTree Administrator.

Summary: This article explains the two ways Invoice Approvers can approve or reject invoices in MineralTree:

  • Approving invoices directly from an email notification
  • Approving invoices after logging in to MineralTree 

Option 1: Approve Invoices from Email

If your organization allows email approvals, Invoice Approvers can approve or reject invoices without logging in to MineralTree.

How it works

  1. Open the invoice approval email.
  2. Click Review.
  1. You will be taken to a secure approval page.
  2. Choose Approve or Reject for the invoice.
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Once your decision is submitted, the invoice status updates automatically in MineralTree.

Note: Email approvals are only available if this feature is enabled by your administrator.
 

Option 2: Approve Invoices in MineralTree

Invoice Approvers can also approve invoices by logging in to MineralTree.

How it works

  1. Log in to MineralTree.
  2. On the dashboard, view the list of invoices waiting for your approval.
  3. Click the invoice number you want to review.
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  1. Review the invoice details. 
  2. Select Approve or Reject.

The invoice status updates immediately after your action.

 

Customer Support
Please reach out to Customer Support with any questions:

 

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