Approvals

The Approvals tab displays any unfinalised bills, including any bills in draft, awaiting approval, or simply awaiting printing or e-Billing.

The Approvals tab may include bills created by other users.

In the Approvals grid, colour is used to denote the type of each Bill.

• Purple: non-WIP bill.

• Blue: progress bill.

• Red: loss-making bill.

• Green: profit-making bill.

• No colour: break-even bill.

Expand any row once to view the individual Jobs billed, and expand the Job row to view details of any WIP write-out.

• Stage - The default view is filtered so that all Bills at every Stage are displayed.

These Bills may be Draft, Primary or Secondary Approval, Print, Manual or Auto e-Bill, or In Auto e-Bill Queue. To display only those Bills currently at a particular Stage, select that Stage from the dropdown filter control in this column.

• Next Stage For - The default view is filtered so that only Bills flagged for the attention of the currently logged-in user are displayed.

To view Bills assigned to another user, select the Name of that user from the dropdown list control in this column. To view all Bills, clear the filter by selectng the x button to the right of the drop-down control.