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Invoice draft approval lets project owners review and approve draft invoices before they are finalized and sent. This ensures that the invoice content is accurate and approved by the project owner.
Important: If you make changes to an approved draft invoice, the approval status will reset.
Follow these steps to enable and use the "approval of invoice drafts" feature in Moment. We’ve made some enhancements to improve security and workflow.
Go to Setup.
Select Settings.
Choose Invoicing Options.
Click on Invoicing and Access.
Find Use Approval of Invoice Drafts.
Select Yes.
When “approval of invoice drafts” is enabled the following option will appear next to the draft invoices:
If "Approve Draft" is still not visible in your Moment, it is either because you do not have the right access (We require "Financial insight" for access set per user), or it does not exist for your role. We will show you how to set this up if you do not have access to the level, or you do not want to give all relevant employees "Financial insight".
In case role based Access control is not activated in your Moment, this module can be activated by navigating to “Setup” > “Access control” and pressing the activate option (see illustration)
When access control is activated your page will look like this:
After “Use approval of invoice drafts” is enabled and access control is activated, the administrator can easily allocate control/rights over approving invoice drafts on Company level. (see illustration underneath). Hence, with this new update the option to enable “approval of invoice draft” is now easily accessible through Access control.
Kindly do not hesitate to contact our customer support in case of any queries regarding this function.
