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  • Product: DT Practice

Reviewing, approving, and posting invoices

If your firm follows an approval process for billing, you can require that each invoice be reviewed and approved before it can be officially posted. Use the Review tab of the Billing screen to preview, approve, and post invoices.
Using an approval process means that someone in the firm with the authority to review invoices, time and expenses, and A/R entries must approve these entries before they are posted. Unposted entries are not included in firm totals. Approval process is a firm-wide preference that you specify in the
Firm
 screen (Setup > Firm > Preferences tab).
note
Even if your firm does not require an approval process, you can use the Review tab to make changes to an invoice after it has been created.
  1. Choose
    Actions
     >
    Billing
    .
  2. In the
    Billing
     screen, go to the Review tab.
  3. Mark the checkbox for each invoice you want to preview, approve, or post.
    note
    • You can right-click and choose
      Select All
       from the context menu to quickly select all invoices in the grid.
    • Use the
      Filter by
      field to narrow down the list of invoices. You can filter by any of the fields available in the grid.
    • Mark the
      Unapproved only
       or
      Unposted only
       checkboxes if you would like to see only the invoices that still need to be approved or posted.
    • Select the Plus sign button to expand the row and view the individual entries for the selected invoice.
  4. Use the
    Preview Selected
     button to preview the invoice on screen.
  5. When you are satisfied with the invoice, select the
    Approve Selected
     button to approve the invoice.
  6. Use the
    Post Selected
     button to post the invoice in the application.
note
  • The
    Approve Selected
     and
    Post Selected
     buttons are available only if your firm is using the approval process. To enable the approval process in the application, mark the
    Required for Billing
     checkbox in the Preferences tab of the Firm setup screen.
  • To unapprove or unpost an invoice, select the invoice, right-click, and choose
    Unapprove Selected
     or
    Unpost Selected
     from the context menu.
  • The Approved by and Posted by columns show the initials of the staff member who approved or posted the invoice.