Approvals are necessary to ensure the accuracy and validity of slips before they are invoiced to the client. Upon completion of work, if an approver has been set on a project, all slips of the project must be approved prior to invoicing.
Only a manager with Billings Pro access can be an approver on a project. If a project is assigned an approver, then any other manager having Billings Pro access on a different machine will also be able to approve slips for the project; hence, it's very important to choose your managers wisely.
Once a slip is marked as completed, there are different ways to approve the slip and you can choose one of the following:
To approve slips from the Slips menu 1. Select the project. 2. Select the slip(s) you want to approve. 3. Choose Slips > Approve Slip.
All slips waiting for your approval can be viewed by selecting the "Approvals" view. Billings Pro displays a number next to "Approvals" which is the number of slips waiting to be approved by you (the user you are logged in as).
To approve slips from the Approvals view
- Select Approvals.
- Select the slip you want to approve. If you select multiple slips, all those slips will be approved at once.
- Click Approve.
You can also approve slips from the Working Slips area of the main window. Slips waiting for approval display a clickable "Approve" button which when clicked marks the slip as approved.
To approve slips from the Working Slips view 1. Select the project. 2. Choose View > Working Slips. 3. To approve a slip, click the "Approve" button displayed on the slip.