Search for Sales Invoice Approver Roles

Use Sales Invoice Approval in the Company Approvals submodule in the Settings module to search for sales invoice approver roles.

To use Sales Invoice Approval you must have access to Settings as defined in User Access Rights under Settings.

To search for a sales invoice approver role:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the sales invoice approver role for which you are looking.
3. In the left pane of the Settings page, click Company Approvals > Sales Invoice Approval.
4. On the grid toolbar, use the Search field to enter a keyword that is associated with the sales invoice approver role.