Related Topics Getting Started Related Topics Getting Started
The Invoice Approval subtab on the Matter tab provides an area to record approval information for an invoice. The value in the Order field indicates the order in which the invoice will be routed to approvers and is as follows:
§ Any approver with no entry in the Order field will receive the invoice first.
§ Next, the approver with the first sequential number (beginning with the value of “1”) in the Order field will receive the invoice for approval. If multiple approvers have the same value in the Order field, the invoice will be routed to each at the same time and will not be routed to the next approver until all the previous approvers have approved/rejected the invoice or timed out.
§ The master approver (approver with a value of 99 in the Order field) will receive the invoice last. If multiple approvers have a value of 99 in the Order field, the invoice will be routed to each approver simultaneously.
If your System Administrator has activated the invoice approver timeout feature, you must indicate your approval of an invoice within the specified number of days. After the specified length of time has expired, the invoice will be passed to the next approver, and the Invoice Approval subtab will indicate that the time period has expired.
Links
View All Records – Click to open a dialog box with a list of invoice approvals.
Fields
Name – The name of the person approving the invoice.
Approval Status – The status of the approval of the invoice.
Received Date – The date the invoice was routed to the approver.
Approved Date – The date the invoice was approved.
Order – The order in which the invoice will be routed to approvers.
Timed Out – If the invoice approver timeout feature is enabled, an indication of whether the time period for the approval of the invoice has passed.
Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):
Change By – The name of the user who last modified the allocation item.
Last Change – The date/time the allocation item was last modified.
Buttons
New – Click to create a new approval item for the invoice.
Delete – Click to remove an approval item for the invoice.
Defaults – Click to restore the default approval list from the Player tab in Matters. The current list will be replaced.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.