Billing

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, click 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.
    • Click the button to expand the row and view the individual entries for the selected invoice.
  4. Click the Preview Selected button to preview the invoice on screen.
  5. When you are satisfied with the invoice, click the Approve Selected button to approve the invoice.
  6. Click 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.

This article applies to:

  • Product: Digita Practice Advanced