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This page walks you through the approval process for an invoice. This configuration is customizable based upon your organizational needs. Each invoice can require up to three approvals. A single person may have permission for all three, just two, or only one.
The idea is that your project management, finance, and leadership must agree an invoice is ready before it can be issued to a client. Each group is allowed to make edits to the invoice. When an edit is made it resets the approvals to ensure the rest of the team is on board. Management approval is a bit special because you can set thresholds based on dollar amounts or percentages. For example, as long as the invoice doesn't exceed $500 or 10% of what we expected to bill then you don't need my approval to issue it. There are many adjustments possible on an invoice, from changing descriptions on cards to marking things non-billable. Please see Time Adjustments and Cost Adjustments for a full list. |
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The table below explains how each person gets categorized as either a finance, project, or management approver.
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| Approver Type | Permissions |
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| Finance |
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| Project |
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| Management |
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