Multi Level invoice approvals allows Project Managers to draft and approve invoices, while leaving the final step of finalising and posting to the nominated limited list (ie the accounts team).
1. Nominate Users Who Can Finalise Invoices
Go to Settings Cog > Company Settings > Financials > Limit Finalise Invoices.
Select Limited and choose the employees you want to nominate to finalise invoices.
2. Invoice Approval for users without finalisation permissions
- Once nominated employees are set, users without finalisation permissions will only see the option to Approve invoices.
3. Adding Internal Notes
Approvers can add an internal note for the nominated employee who will finalise the invoice.
4. Viewing Approved Invoices
Nominated employees can see all approved invoices under the Invoice tab.
5. Finalising Invoices
Only nominated employees will see the option to Finalise the invoice.
They can also view any internal notes added by the approver.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!