Approval Flow

Transactions follow a clear approval process to ensure accuracy and control before invoicing.

Approving Transactions

Transactions can be approved individually or in bulk.

To approve multiple transactions at once:

1. Select the transactions from the list.
2. Click More.
3. Choose Bulk Approve.
4. Once approved:
5. The transactions move from Pending to Approved.
6. They become locked for editing.
7. They are considered reviewed and ready to be invoiced.

Unapproving Transactions

Approved transactions can be reverted back to Pending if changes are required.

To do this in bulk:

1. Select the approved transactions.
2. Click More.
3. Choose Bulk Unapprove.
4. Unapproved transactions:
5. Become editable again.
6. Can be updated before being re-approved.

Automatic Approval During Invoicing

When Pending transactions are selected during invoice creation, they are automatically approved.

This ensures that only reviewed and finalized transactions are invoiced.

After invoice creation, those transactions move to the Invoiced status.

Key Rules to Remember

Pending = editable, not yet approved or invoiced.

Approved = locked, reviewed, and ready for invoicing.

Invoiced = charged to a contact, final.

Cancelled = removed and excluded from billing.

This approval flow helps maintain billing accuracy, prevents accidental edits, and provides clear visibility across all transaction states.