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).
  1. Select
    Actions
    , then
    Billing
    .
  2. Select the
    Review
    tab.
  3. Mark the checkbox for each invoice you want to preview, approve, or post.
  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.