Approve Invoices

Use the Invoice submodule to approve 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 approve an 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 approve.
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 approve.
   Alternatively, click Open Invoice List and in the Invoice List dialog box, highlight the invoice that you want to approve.
   Note: You can only approve an invoice whose status is for approval and you have been added as a manual approver.
5. Click the Approval tab.
6. On the grid toolbar, click Approve .
   Alternatively, click the corresponding Approve field.
   WorkBook changes the label and color of to Approved internally and green.
7. You can also approve purchase orders in Approval > Sales Invoice Approval under Tasks .