Review, approve, and post invoices
If your firm follows an approval process for billing, you can require that each invoice is reviewed and approved before posting. 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 aren't included in firm totals. Approval process is a firm-wide preference that you specify in the
Firm
screen (Setup
, Firm
, then the Preferences
tab).note
Even if your firm doesn't require an approval process, you can use the
Review
tab to make changes to an invoice after it's created.- SelectActions, thenBilling.
- Select theReviewtab.
- Mark the checkbox for each invoice you want to preview, approve, or post.tip
- Right-click thenSelect Allto select all invoices in the grid.
- Use theFilter byfield to narrow down the list of invoices. You can filter by any of the fields available in the grid.
- Mark theUnapproved onlyorUnposted onlycheckbox if you want to see only the invoices that need approval or posting.
- Select
to expand the row and display the individual entries for the selected invoice.
- SelectPreview Selectedto preview the invoice.
- SelectApprove Selectedto approve the invoice.
- SelectPost Selectedto post the invoice in the application.note
- Approve SelectedandPost Selectedare available only if your firm is using the approval process. To enable the approval process in the application, mark theRequired for Billingcheckbox in thePreferencestab of theFirm setupscreen.
- To unapprove or unpost an invoice, select the invoice, right-click, and selectUnapprove SelectedorUnpost Selected.
- The Approved by and Posted by columns display the initials of the staff member who approved or posted the invoice.
