Navigate to the Approve Payments screen:
Click the
button at the top taskbar. -> Accounting tab -> All Projects, Payable -> Approve Payable
Purpose of the Approve Payments screen:
This screen is used to view pending payments and approve them.
What you see in the Approve Payments screen:
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Salesman name, call salesman and send a text to the salesman.
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Manager name, call manager and send a text to the manager.
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Payments to approve list.
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Details for check #______. What invoices are covered.
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List of all payables in the selected project.
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Payment additional information.
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All scheduled payments in the selected project.
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Edit payment button. Edits the selected payment.
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Save button. Saves your changes.
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Cancel button. Cancels your changes.
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Total payables to approve field.
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Total approved to be paid field.
How to use the Approve Payments screen:
Click on the required payment waiting to be approved in payments to approve list.
Click the spacebar to change the payment status. New, OK 2 Pay and NO Pay statuses exist.
Save changes by clicking on the save button.
