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 drop-down 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 drop-down list control in this column. To view all Bills, clear the filter by clicking the x button to the right of the drop-down control.