Invoice Review

In: Feature Description

If your organization requires invoices to have further review before the it can be sent to the customer, they system administrator for your company can check ‘Require invoice review’ under the ‘Financial’ tab in ‘System Settings’.

To turn the feature on, your system administrator can open Tools -> System Settings from the main menu. Under the ‘Financial‘ tab check ‘Require invoice review‘
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On the ‘Details’ tab of each income (invoice) record, the button ‘Review Progress’ button will be visible.

A Project Manager or other business associate can use this button to open the review editing screen.

The invoice icon in the main financial list will change depending on the review status.