Set Up Invoice Approval Processes

After you enable the Invoice Approval feature, you can set up one or more invoice approval processes. An invoice approval process defines the invoice approval process among the individuals who work on a project.

DPS comes with one predefined approval process, called Default.

If you have multiple companies in DPS, the invoice approval processes that you set up are available for all companies. You do not have to set up separate approval processes for each company.

Prerequisites: Enable the Invoice Approval feature.

To set up invoice approval processes:

1. In the desktop application Navigation pane, select Settings > Billing > Invoice Approval Process.
2. On the Invoice Approval Process form, click New to open a blank invoice approval form.
3. Enter an identification code and description for the invoice approval process.
4. Complete the fields in the grid. The grid prefills with a row for each action: Submit, Approve, Reject, and Unsubmit, which you can edit.
5. ClickSave.

Invoice approval processes that you set up here are available in the following places:

• Default Approval Process field in Settings > Billing > Options.
• Approval Process field inHubs > Projects > Billing Terms.