Draft Invoices List

Draft Invoices List offers a new, simplified view, tailored to the needs of the matter or client responsible will make reviews/approvals faster. It offers different views, for the invoices that are In Process, Rejected or Approved.

Draft Invoices List

• The Draft Invoices List displays invoices filtered for the assigned user.
• It provides simplified actions for the Review and Approval processes.
• It includes access to the Review/Approval Log table.

Invoice Review Page

The Invoice Review page can be accessed from the Draft Invoices List. It is similar to the regular Sales Invoice page but is designed specifically for review by the matter, client, or invoicing responsible parties.

• The General fast tab displays basic information, such as the customer name, contact details, manager, and invoicing responsible. It also includes details about the reviewer, approver, and approval status.
• The Lines fast tab shows the sales lines. These lines are displayed in a multi-level format, including both the grouped lines that will appear on the printed sales invoice and the underlying lines.
• The Excluded Lines section lists the lines from the invoice creation that were not included in the invoice.
• The page is primarily read-only, with a few exceptions:
  • Lines can be modified (description, quantity, price).
  • Prorated adjustments can be made.
  • The approval status can be updated.
  • Options are available to approve or reject the invoice.
  • An action to create or download the draft PDF is provided.