https://wikidoc.kase.se/index.php?action=history&feed=atom&title=News%3AApproval_of_Project_invoices%2FenNews:Approval of Project invoices/en - Revision history2026-04-13T12:57:32ZRevision history for this page on the wikiMediaWiki 1.27.1https://wikidoc.kase.se/index.php?title=News:Approval_of_Project_invoices/en&diff=68593&oldid=prevFuzzyBot: Updating to match new version of source page2021-12-07T21:38:34Z<p>Updating to match new version of source page</p>
<p><b>New page</b></p><div>{{News<br />
|Approval of Project invoices<br />
|module=Pro<br />
|group=<br />
|version=546W2106<br />
|revision=57<br />
|case=CORE-3067<br />
|published=2021-12-07<br />
}}<br />
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'''Approval of Project invoices'''<br />
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'''1. Activation of the function'''<br />
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{{ExpandImage|PRO_approval_par.png}}<br />
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#Base registers/PRO/Parameters tab Invoicing: Approval<br />
#It's possible to deactivate the Approval function per company in Base registers/General/Company specific parameters Tab Other (this is only useful when you have a shared project register)<br />
#Give authorisation groups access to it in System/Authorisation. In the access matrix it is located in Project accounting/Client and project/Invoices to approve. <br />
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'''2. Project managers approve in Projects/Project management, the tab Appoval.'''<br />
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To remove an approval, select an already approved invoice and press Approval.<br />
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{{ExpandImage|PRO_approval_app.png}}<br />
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Only invoices from external projects with the same group as the project manager will be shown. <br />
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Approval is not required for all invoices, invoices marked with "Not to be sent" and credit invoices as well as zero invoices will not be listed.<br />
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'''3. Back office can approve in Projects/Invoicing and adjusting tab Invoices.'''<br />
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Select an invoice and press Approval. Date and approver will be shown in the column Approved.<br />
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To remove an approval, select an already approved invoice and press Approval.<br />
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{{ExpandImage|PRO_approval_invoice.png}}<br />
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Invoices marked with "Not to be sent" and credit invoices as well as zero invoices don't require approval, shown as Approval status = blank <br />
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'''4. Invoices not to be sent'''<br />
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{{ExpandImage|PRO_approval_sendnot.png}}<br />
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Invoices marked with "Not to be sent" will not be listed in the approval tab and not in the invoice distribution program.<br />
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Default Approval status is set to blank meaning that approval is not mandatory</div>FuzzyBot