Enable the Invoice Approval Feature
Enable the optional Invoice Approval feature if you want invoices to be approved before they are accepted and posted.
If you use the Multicompany feature, you must enable Invoice Approvals for each company.
To enable the Invoice Approval feature, complete the following steps:
- From the Vision Navigation menu, click .
- On the Miscellaneous tab of the Billing Setup form, select the Enable Invoice Approvals check box.
-
In the
Default Approval Process field, enter the invoice approval process to use for projects that require invoice approvals when the
Approvals Process field on the Misc tab of the Billing Terms form (in the Billing application) is blank.
Although this default approval process is used when no approval process is entered for a project in Billing Terms, it does not prefill in the Approvals Process field in a project's billing terms. The default approval process that you enter on the Misc tab in prefills in the Approvals Process field in for new projects that you create.
Until you set up your own approval processes in Invoice Approvals (DEFAULT approval process displays in the drop-down list in the Default Approval Process field.
), only the - Click Save.
- The Invoice Approval Process menu item displays in
On the Invoice Approval Process form, you set up invoice approval processes to use for projects. An approval process defines who can approve and reject invoices and how and when notification alerts are sent.
.
- An
Enable Invoice Approvals check box and an
Approval Process field display on the Misc tab in
and on the Misc tab in
.
In Default Billing Terms Configuration, you enter the default invoice approval settings to use for new projects. You can override the prefilled settings on a project-by-project basis in a project's billing terms.
For projects that are set up before the Invoice Approval feature is turned on, you enter invoice approval settings in a project's billing terms. You can also use the use Search and Replace utility to enter the appropriate approval process for a group of projects.