Bulk Approving Invoices

If your worfklow prevents the role which raises the invoice from approving the invoice, you can manage the approval process centrally from the invoice dashboard, without having to go the invoice to each individual project or stock sale.

To bulk approve invoices, click on the Draft tab on the invoice dashboard.  All invoices currently in the draft state will display.  You can refine the results using the search and date fields as required.

You can open the invoices to review the invoice details by clicking Draft in the Invoice Number column. Select the required invoices using the checkboxes at the start of the row and click Bulk Approve Invoices to change the invoice status. Approved invoices will now be queued to send to the connected accounting system, and available to bulk emailed from the Approved tab on the invoice dashboard.