{"id":18902,"date":"2022-11-08T18:35:41","date_gmt":"2022-11-08T23:35:41","guid":{"rendered":"https:\/\/www.collabox.com\/2022\/11\/15\/invoice-approval\/"},"modified":"2024-07-15T12:58:59","modified_gmt":"2024-07-15T16:58:59","slug":"invoice-approval","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2022\/11\/08\/invoice-approval\/","title":{"rendered":"Invoice approval"},"content":{"rendered":"\n<p>Do you have several project managers preparing invoices? Others need to consult them, but should not modify them? Simply ask Collabox for an invoice approval to stay in control.<\/p>\n\n<h3 class=\"wp-block-heading\">Access to billing<\/h3>\n\n<p>First, you decide who has the right to create and view your company&#8217;s invoices. Then, go to the employee record to give or remove access to the billing.<\/p>\n\n<p>Select &#8220;Configuration&#8221; at the top of the page, then &#8220;Employees&#8221; in the left menu.<\/p>\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"992\" height=\"92\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/Configuration.png\" alt=\"Image showing the main menu of Collabox. The cursor points to the &quot;Configuration&quot; tab.\" class=\"wp-image-17748\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/Configuration.png 992w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/Configuration-300x28.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/Configuration-768x71.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/Configuration-610x57.png 610w\" sizes=\"auto, (max-width: 992px) 100vw, 992px\" \/><\/figure>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"285\" height=\"343\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/02\/config_employe.png\" alt=\"Image showing part of the left menu under the Configuration tab. The cursor points to the &quot;Employees&quot; link\" class=\"wp-image-17296\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/02\/config_employe.png 285w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2016\/02\/config_employe-249x300.png 249w\" sizes=\"auto, (max-width: 285px) 100vw, 285px\" \/><\/figure><\/div>\n\n<p>Choose an employee whose access is to be modified, then click on the &#8220;Menus&#8221; tab.<\/p>\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"692\" height=\"136\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-36.png\" alt=\"Example of a customer file where the cursor points to the &quot;Menus&quot; tab.\" class=\"wp-image-18740\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-36.png 692w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-36-300x59.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-36-610x120.png 610w\" sizes=\"auto, (max-width: 692px) 100vw, 692px\" \/><\/figure>\n\n<p>Scroll down the page until you see the &#8220;Billing and Accounting&#8221; module. Check the Billing box if you want to give access, or uncheck it to remove it. Save your work.<\/p>\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"466\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-37-1024x466.png\" alt=\"Image of the Menus page of the employee record. The cursor points to the billing checkbox to give the employee access.\" class=\"wp-image-18742\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-37-1024x466.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-37-300x137.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-37-768x350.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-37-610x278.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-37.png 1146w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>Now, still in the employee&#8217;s file, select the &#8220;Advanced configuration&#8221; tab.<\/p>\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"103\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-38-1024x103.png\" alt=\"Menu of the employee's file. The cursor points to the Advanced Configuration tab.\" class=\"wp-image-18744\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-38-1024x103.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-38-300x30.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-38-768x77.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-38-610x61.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-38.png 1237w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>Scroll down to the Accounting Module. There are several access options available to you. You can approve invoices for which you are responsible, or the entire company&#8217;s invoices. You can view the invoices in edit or view only the invoices for which you are the account manager. The choice is yours.<\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"894\" height=\"522\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-42.png\" alt=\"Image of the Advanced Configuration page of the employee's record. Red boxes indicate where the checkboxes are to give an employee invoice approval, consultation only or full restriction.\" class=\"wp-image-18752\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-42.png 894w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-42-300x175.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-42-768x448.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-42-610x356.png 610w\" sizes=\"auto, (max-width: 894px) 100vw, 894px\" \/><\/figure><\/div>\n\n<h3 class=\"wp-block-heading\">Invoice approval<\/h3>\n\n<p>When you are the approver of invoices, you have an action to take before you can send them to the customer.<\/p>\n\n<p>First, open a new invoice and check the information. Make changes as needed. Then, at the bottom of the page, click on the &#8220;Approve Invoice&#8221; button.  <\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"635\" height=\"176\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-44.png\" alt=\"Series of clickable buttons at the bottom of the invoice. The cursor points to the &quot;Approve invoice&quot; button.\" class=\"wp-image-18756\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-44.png 635w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-44-300x83.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-44-610x169.png 610w\" sizes=\"auto, (max-width: 635px) 100vw, 635px\" \/><\/figure><\/div>\n\n<p>In the list of invoices for the current month, a green check mark appears next to the approved invoices.  <\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-48.png\" alt=\"Examples of approved invoices where you can see the green brackets next to the invoice number.\" class=\"wp-image-18764\" width=\"482\" height=\"108\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-48.png 638w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-48-300x67.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-48-610x137.png 610w\" sizes=\"auto, (max-width: 482px) 100vw, 482px\" \/><\/figure><\/div>\n\n<p>When they are pending approval, a red alert message is visible at the top of the invoice and no check mark is visible.<\/p>\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"168\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-45-1024x168.png\" alt=\"Example of an invoice that has not yet been approved. A red message appears at the top of the page &quot;This invoice is not approved&quot;.\" class=\"wp-image-18758\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-45-1024x168.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-45-300x49.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-45-768x126.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-45-1536x252.png 1536w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-45-610x100.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-45.png 1562w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>Watch several <a href=\"https:\/\/www.youtube.com\/channel\/UCXyKhYCkb1t6YftNaeb3l9A\">videos on our Youtube channel<\/a> and visit our Tips and Tricks section in the <a href=\"\/category\/tips-and-tricks\/?lang=en\">Documentary Blog<\/a> to continue using the Collabox!<\/p>\n\n<p>If you have any questions, please contact us and we will be happy to answer you.  <\/p>\n\n<p>info@collabox.com (418) 907-9274 ext. 120<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Do you have several project managers preparing invoices? Others need to consult them, but should not modify them? Simply ask Collabox for an invoice approval to stay in control. Access&#8230;<\/p>\n","protected":false},"author":1,"featured_media":27330,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[211,201,220,202],"tags":[],"class_list":{"0":"post-18902","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-billing","8":"category-configuration-en","9":"category-configure-your-collabox","10":"category-employees"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Invoice approval - Collabox 2026 - ERP management software \u00c3\u00a0 la carte<\/title>\n<meta name=\"description\" content=\"Invoice approval. 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