Security Roles and Invoice Approvals

Security role settings determine the actions that you can complete in the invoice approval process.

Invoice Approval Action	Who Can Do This?
Submit	Any user whose role has access to Interactive Billing or Batch Billing can submit an invoice for approval for projects to which they have record access.
Unsubmit	Any user whose role has access to Interactive Billing can unsubmit a previously submitted invoice for projects to which they have record access.
Approve	Under normal circumstances, only the user assigned to the project in the role designated as the approving role for the approval process can approve an invoice for that project. "Role" here does not refer to security roles but to specific roles assigned in the Projects hub, such as project manager, biller, principal, or supervisor. For example, if the approval process used for the project designates the project manager role as the approving role, only that project's project manager can approve an invoice for billing. However, that specific user can delegate the responsibility to another user on the User Options dialog box if, for example, they will be temporarily unavailable to approve invoices. To approve an invoice, the approver or delegate must have a security role that has access to the Invoice Approvals form or Interactive Approvals form.
Reject	Under normal circumstances, only the user assigned to the project in the role designated as the rejecting role for the approval process can reject an invoice for that project."Role" here does not refer to security roles but to specific roles assigned in the Projects hub, such as project manager, biller, principal, or supervisor. For example, if the approval process used for the project designates the Project Manager role as the rejecting role, only that project's project manager can reject an invoice for billing. However, that user can delegate the responsibility to another user on the User Options dialog box if, for example, they will be temporarily unavailable to reject invoices. To reject an invoice, the rejecter or delegate must have a security role that has access to the Invoice Approvals or Interactive Approvals form.
Edit invoice information	A user who can approve or reject invoices can make changes to submitted invoices if his or her security role is given the necessary rights under Billing Security on the Accounting tab of the Roles form (Configuration > Security > Roles). In addition, some users (project managers, for example) may have access that enables them to update only fee percent complete information and the billing terms description on the Billing Terms form. If you change invoice information, DPS automatically recalculates the invoice.