Set Up Invoice Approval Processes

After you enable the Invoice Approval feature, you can set up one or more invoice approval processes.

An invoice approval process defines the invoice approval process among the individuals who work on a project. Vision comes with one predefined approval process, called DEFAULT.

If you have multiple companies in Vision, the invoice approval processes that you set up are available for all companies. You do not have to set up separate approval processes for each company.

Prerequisites: Enable the Invoice Approval feature on the Miscellaneous tab in Configuration > Billing > General.

To set up invoice approval processes, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Billing > Invoice Approval Process.
2. On the Invoice Approval Process form, click New to open a blank invoice approval form.
3. Enter an identification code and description for the invoice approval process.
4. Complete the fields in the grid.

   The grid prefills with a row for each action: Submit, Approve, Reject, and Unsubmit, which you can edit.

5. When you finish modifying and adding information, click Save.

Invoice approval processes that you set up here display in the drop-down list in the:

• Default Approval Process field on the Miscellaneous tab in Configuration > Billing > General.
• Approval Process field on the Misc tab in Billing > Billing Terms.