Draft Invoices Tab
This section describes the fields and actions on the Draft Invoices tab of the Approval Center workspace. If you have no pending items for approval (whether as an approver, substitute approver, or super approver) and no rejected lines for a tab, Maconomy hides the tab.
Tab Fields
Field | Description |
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View Details | Click this icon to view more information about the approval item specified on the line.
The wizard that displays also lets you approve/reject the approval item. |
Job No. | This field displays the number of the job performed. |
Job Name | This field displays the name of the job performed. |
Payment Customer | This field displays the name of the payment customer who is the receiver of the final invoice. This may not be the same as the delivery customer (the customer on the job). |
Blanket Draft | This field is selected if the draft invoice is a blanket draft. |
Invoice Type | This field displays the type of invoice. Possible values are:
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Billing Price | This field displays the currency and total price of the invoice, excluding tax. |
Write Up/Down | This field displays the currency and total amount written up/down on the job entries for invoicing, excluding tax. |
Status | This field displays the line's current approval status. |
View Draft | Click this icon to download the PDF of the draft invoice to your computer/device. |
Approve | Click this action to approve the line. |
Reject | Click this action to reject the line. |
Undo | Click this action to undo approval/rejection of the line. |
Tab Actions
Button | Description |
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Approve all | Click this action to approve all the lines pending approval that are listed in the tab. |
Click this icon to export the rows from the current table to a spreadsheet.
Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
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Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. | |
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Click this icon to maximize the table view.
Click this icon to restore the default display size of the table. |
Click this icon to open the Customize Columns window. |
Parent Topic: Approval Center Fields