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How to Add an Invoice Approver

  • Updated

You can add an Invoice Approver in the Drafts section on any of the following cards:

  1. Main Card
  2. Case Card
  3. Client Card
  4. Payer Card

To add an invoice approver on the Main Card, head over to the Main Card, Invoices-view, under the Drafts section.

In the Drafts section, select an invoice by clicking on the 'Three Dots'-icon (6.png).

3.png

A small drop-down dialogue will appear, then click on the Open button. 

5.png

Or you can simply just click on the invoice and it will take you to the edit invoice view. 

When you are in the edit invoice view, you will see a list of approvers on the top right.

Click on the 'Pencil'-icon (1.png) to continue.

7.png

The dialogue will appear as below. 

8.png

In the text box, type the Users' names or select them from the drop-down selection when clicking inside the field. The Users that populate the drop-down menu are only Client/Case Managers. However, you can add anyone as an Approver by typing their name, and then selecting them from the drop-down menu. 

9.png

After selecting their name, click on the Apply button to save the change.

11.png

The user will be added to the approvers list and be notified (notification and email) that they have an invoice to approve. 

13.png

For more information about how to remove an Invoice Approver, click here. 

 

Note:

1. Ensure that you are already an Invoice Approver, a User with 'Assistant'-role, or a User with 'Accounting'-rights set to be able to edit the Approvers list.

2. Client and Case Managers who are not Approvers, will not be able to view or see the invoice while it is in Draft-state. They will only be able to see/view the invoice after it has been Finalized.