Interactive Approvals Form

If the Invoice Approval feature is enabled for your company and you are responsible for approving invoices for billing, use the Interactive Approvals form to review invoices, make changes to them, and approve or reject them.

If the invoice has been downloaded to Microsoft Word or another application for editing, you cannot make any changes to invoice information on this tab or any other Interactive Approvals tabs.

Related Topics

Related Topics:

  • Display the Interactive Approvals Form
    You display the Interactive Approvals form in the Billing application.
  • Toolbar of Interactive Approvals
    Use the toolbar options to approve or reject invoices, preview invoices, and make changes to submitted invoices.
  • General Tab of Interactive Approvals
    Use the General tab to review summary information for the project and invoice, and to review any comments related to the approval process.
  • Labor Tab of Interactive Approvals
    By default, the Labor tab lists all billable employee labor charges entered through timesheets, labor adjustments, or billing labor inserts for the selected project that are currently associated with the invoice.
  • Expenses Tab of Interactive Approvals
    By default, the Expenses tab lists all billable expenses entered through expense transactions, or billing inserts for the selected project that are currently associated with the invoice.
  • Units Tab of Interactive Approvals
    By default, the Units tab lists all unit charges entered through unit transactions or billing unit inserts for the selected project that are currently associated with the selected invoice.
Parent Topic: Fields and Options