What is this page about: How to find and manage your approval tasks in Light—bills, vendor approvals, card requests, purchase requests, and more. Covers where your tasks live, the types of approvals you might see, how you're notified about new tasks, and what the notifications bell shows you.
On this page
- Where to find your tasks
- What you might need to approve
- How you'll get notified
- The notifications bell
- Related articles
As part of your role, you might be asked to review and approve certain items in Light—like bills, expenses, or new vendors. This guide shows you where to find these tasks and how the approval process works.
Where to find your tasks
All items waiting for your review live on your Tasks page.
To get there, click the Tasks icon in the left sidebar (or go to /user-tasks in the app).
What you might need to approve
Depending on your role, you could see:
- Bills — Vendor invoices waiting for your review before payment
- Vendor creation — New vendors being added to your company's vendor list
- Vendor bank-data changes — Updates to an existing vendor's bank details
- Card requests — Requests for new company cards
- Card transactions — Card purchases waiting for review
- Credit notes — Vendor credit notes waiting for review
- Purchase requests — Purchase requests waiting for approval
- Journal entries — Journal entries waiting for approval
Each task clearly shows what type of approval it is and key details right in the list.
Reimbursement claims are approved the same way as bills—they appear in Your approval tasks as an invoice-payable approval, listed as Approve Reimbursement, with the detail view headed Reimbursement [name].
How you'll get notified
Light will let you know when there are new tasks to review:
- In-app — See the counter badge on the notifications bell
- Slack or Microsoft Teams — You'll get a notification wherever your company has set this up
- Push notifications — Get browser or mobile push notifications if you've enabled them
You can choose which channels you're notified through—Slack, Teams, web push, and mobile push—per notification category, in Profile → Notifications.
The notifications bell
The number on the notifications bell shows roughly how many new notifications have come in since you last opened it. Click a notification to jump straight to that item, or open the Tasks page from the sidebar to see everything waiting for you.
Related articles
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