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How do I Approve Invoices?


The video is at the bottom of the page.

Instruction

 There are four options to approve Invoices.

A.  Boardroom: My Pending Invoices

Check the box for the desired invoices and click the Approve All button.

B.  Accounting > Invoices

Select "My Pending Invoices" and click GO

Check the box for the desired invoices and click the Approve All button.

   

 

Accounting > Invoices

Click into a single Invoice. 
Under Line Items, hover over the approval check box. Check the Approve check box.

    

 

To see what approvals are still needed, click the words Workflow

 

Accounting > Invoices

 Click Process Pending Invoices

It will go through all unapproved Invoices You will have options to Approve or Dispute

 


NEED MORE HELP? WATCH THIS VIDEO

Video too small? Click the Full Screen link on the lower right of the video!

 

 
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