Approval Workflow

When the Approvals tab is selected, the main toolbar presents the following context-sensitive options in addition to those available on every tab (for which, see the introductory Main Toolbar topic).

The following options are also accessible via a right-click context menu within the grid.

  • Edit Bill – Displays the selected draft Bill in a new Current Bill tab within Client/Job Selection. There the Bill can be edited as before, except:

    • The view is filtered to display only Clients associated with the original Bill.

    • The Add Client toolbar option is active. (Clients may not have been in the original Client/Job selection.)

    • On each Job, the user can edit the WIP Bill value, and any edits will prompt further changes to, e.g., WIP Allocation Type.

    • WIP can be raised pro-rated among selected Jobs according to relative WIP values: With Pro Rate in the lower toolbar toggled on and a Bill Amount entered, click Apply .

  • Undo Delete Bill - Deletes the selected draft bills. A Delete Draft Bills dialogue is displayed for confirmation. Click Yes to proceed.
  • Send To - Forwards the draft bill to another user, leaving it at the Draft stage. The Editor List window is displayed. Use the filters in this window to locate and select the intended recipient for this Bill, and then click Select . The Editor List window is then closed, and the bill is passed on for further drafting.
  • Pass to Approve - Forwards the Bill to the next (in a multi-level approval configuration) or final Stage of approval. A Primary Approver List window is displayed. Use the filters in this window to locate and select the intended Approver for this Bill, and then click Select . The Primary Approver List window is then closed, and the bill is passed back to the next stage of approval.
  • Pass Back - If the Bill is not ready for approval, use this option to pass it back to the drafter. A Comments for Internal Review dialogue is displayed, with default text indicating the Approver's initials and the date and time of the pass back, in the format [AB - 2/5/2019 8:41:17 AM]. Simply enter your comments and click Save . The Comments for Internal Review dialogue is then closed, and the bill is passed back to the previous stage of approval.

  • Approve - Approve the selected draft Bills. An Approve Draft Bills dialogue is displayed for confirmation. Click Yes to proceed.

    The application checks automatically for imbalances in WIP or between WIP and AR. If an imbalance is identified, the Bill is not saved. The application displays a message to this effect, which also explains how to proceed. If the imbalance cannot be rectified, the Bill must be aborted cancelled . For further detail, see WIP Imbalance.

No Print option is enabled on the toolbar due to browser security restrictions. For PDF printing, see Printing Bill PDFs.