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There are two user settings relevant for this functionality: Approval manner and Payment manner.
Setting up at
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the system level
From Administrator > Web administrator > Configuration > Settings
Select the Default resource approval manner
Click “Apply to all users”
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Setting up at the user level
The Approval manner and Payment manner can also be set at the resource level from the dropdown menus in the user’s profile:
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Can edit the “Payment due on” field in Resource reports | ||
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Resource reports page
From: Finance > Billing > Resource reports
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This step can be approved at any moment, regardless of the current approval step.
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Relevant role: Can perform management review Users with this role can approve or un-approve the “Management review” column items |
Billing hold
If necessary, it is possible to suspend the approval of a resource report by using the “Billing Hold” option:
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Submitted resource reports can be rejected by using the “Reject by accounting and send rejection mail” column.
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Click on the envelope of the report to reject
If necessary, edit the message body. Then, click “Send”.
Invoices
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Once sent, the resource will be notified and the resource report will return to the “unsubmitted” status and the resource can edit it as necessary from their personal page.