Add New Invoice Approvers

Use the Invoice submodule to add new approvers to invoices of selected jobs.

To use the Invoice submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To add a new approver to a invoice:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job with the invoice that you want to add a new approver to.
3. On the side toolbar, click Invoice.
4. On the grid toolbar, use the drop-down list to select the invoice that you want to add a new approver to.
   Alternatively, click Open Invoice List and in the Invoice List dialog box, highlight the invoice that you want to add a new approver to.
   Note: You can only add approvers to an invoice that has not yet been approved or locked for changes.
5. Click the Approval tab.
6. Click Add an approver .
7. In the Add Approver dialog box, use the drop-down list to select the resource that you want to add as an approver.
8. Click OK.
9. If you know the initials of the resource that you want to add as an approver, use the @ini field to enter the applicable initials and press Enter.