How to approve, reject or reassign a Client Job Invoice

Users with approval access can easily approve, reject or reassign a client job invoice within the platform.

Approve a client job invoice

Steps:  

1. Navigate to APPROVE > Client Job Invoices. 
2. Check the box next to the approver's name. 
3. Click APPROVE. 
4. A message will appear at the bottom of the screen confirming the approval. 
   
   

Reject a client job invoice

Steps:  

1. Navigate to APPROVE > Client Job Invoices. 
2. Check the box next to the approver's name. 
3. Click REJECT. 
4. Enter a Client Job Invoice Reject Comment and click REJECT. 
   
5. An Accountability system message and email will be sent to the employee advising that their invoice has been rejected. The employee must make the requested changes and re-submit for approval.

Reassign a client job invoice

Steps:  

1. Navigate to APPROVE > Client Job Invoices. 
2. Check the box next to the approver's name. 
3. Click REASSIGN. 
4. An Accountability system message will be sent to the new approver advising them that they have a client job invoice to approve.