How to collaborate - Raise and approve invoices

Note: If you're viewing on the support chat widget, we recommend you click the expand icon on the top right corner, for better viewing experience.

Here's a quick guide on how to submit Sales and Purchases documents for approval and the steps to have them approved.

In this example, Faith Lee has been granted user access which allows View + Update/Delete of sales and purchase related tasks. To learn how to assign user access with customized user permissions, click here

Submit for Review

With user permission set as View + Update/Delete, the user will be given the option to Submit for Review all invoices and purchase orders raised.

Approval

There are two ways to approve invoices submitted for review.

The first would be directly from your notification list. Upon receiving a document for approval, you'll receive a notification which can be found on the top right corner under the bell icon. 

From here, go ahead and click the bell icon, scroll to the related invoice/purchase order and click approve.

The second method is to go to your Sales or Purchase panel, locate the related invoice/purchase order and click view.

In the invoice/purchase order, click on the mark as... flag icon on the top right and select approved.