Invoice Approval Processes

An invoice approval process is a set of instructions that defines who can approve and reject invoices and how and when notification alerts are sent to the people involved in the approval process.

Vision comes with one invoice approval process whose identification code is "DEFAULT."

You can set up additional approval processes on the Invoice Approval Process form in Configuration > Billing > Invoice Approval Process after you turn on the Invoice Approval feature. You can have different sets of approvers and notification methods for different projects.

For example, you may have a different approval process for projects whose invoices are issued in different countries. Or, you may have some projects that are approved by a project manager and others that are approved by the principal.

You specify the approval process for a project on the project’s billing terms (on the Misc tab of Billing > Billing Terms). You can change the invoice approval process for a project at any time.