Do you have several project managers preparing invoices? Others need to consult them, but should not modify them? Simply ask Collabox for an invoice approval to stay in control.
Access to billing
First, you decide who has the right to create and view your company’s invoices. Then, go to the employee record to give or remove access to the billing.
Select “Configuration” at the top of the page, then “Employees” in the left menu.
Choose an employee whose access is to be modified, then click on the “Menus” tab.
Scroll down the page until you see the “Billing and Accounting” module. Check the Billing box if you want to give access, or uncheck it to remove it. Save your work.
Now, still in the employee’s file, select the “Advanced configuration” tab.
Scroll down to the Accounting Module. There are several access options available to you. You can approve invoices for which you are responsible, or the entire company’s invoices. You can view the invoices in edit or view only the invoices for which you are the account manager. The choice is yours.
When you are the approver of invoices, you have an action to take before you can send them to the customer.
First, open a new invoice and check the information. Make changes as needed. Then, at the bottom of the page, click on the “Approve Invoice” button.
In the list of invoices for the current month, a green check mark appears next to the approved invoices.
When they are pending approval, a red alert message is visible at the top of the invoice and no check mark is visible.
Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Documentary Blog to continue using the Collabox!
If you have any questions, please contact us and we will be happy to answer you.
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