If your firm follows an approval process for billing, you can require that each invoice be reviewed and approved before it can be officially posted. Use the Review tab of the Billing screen to preview, approve, and post invoices.

1. Choose Actions > Billing.
2. In the Billing screen, click the Review tab.
3. Mark the checkbox for each invoice you want to preview, approve, or post.

   Tips

   • You can right-click and choose Select All from the context menu to quickly select all invoices in the grid.
   • Use the Filter by field to narrow down the list of invoices. You can filter by any of the fields available in the grid. See Filtering your data for more on creating custom filters.
   • Mark the Unapproved only or Unposted only checkboxes if you would like to see only the invoices that still need to be approved or posted.
   • Click the button to expand the row and view the individual entries for the selected invoice.
4. Click the Preview Selected button to preview the invoice on screen.
5. When you are satisfied with the invoice, click the Approve Selected button to approve the invoice.
6. Click the Post Selected button to post the invoice in the application.

Related topic: Invoices overview

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