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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.
  1. Select
    Actions
    , then
    Billing
    .
  2. Select the
    Review
     tab.
  3. Mark the checkbox for each invoice you want to preview, approve, or post.
    tip
    • Right-click then
      Select All
       to 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
       checkbox if you want to see only the invoices that need approval or posting.
    • Select Expand to expand the row and display the individual entries for the selected invoice.
  4. Select
    Preview Selected
     to preview the invoice.
  5. Select
    Approve Selected
     to approve the invoice.
  6. Select
    Post Selected
     to post the invoice in the application.
    note
    • Approve Selected
       and
      Post Selected
       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 select
      Unapprove Selected
       or
      Unpost Selected
      .
    • The Approved by and Posted by columns display the initials of the staff member who approved or posted the invoice.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Billing