How to approve, reject or reassign a Client Job Invoice

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. A Counta 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. A Counta system message will be sent to the new approver advising them that they have a client job invoice to approve.