Web Suite workflow also supports submittal and approval process for invoices besides the time and expenses. You can submit invoices, including draft invoices, to project managers, principals or billing managers for approval prior to sending them to clients.
For a company that follows a submit-review-approval process, Web Suite’s built-in workflow makes the process easy and fast. It enables you to follow company policy and submit invoices to a client manager, project manager, employee manager or a specific person. After being submitted, Web Suite notifies the manager or reviewer concerned about those invoices via the Home page or email.
A chain of reviewers can check invoice before a final reviewer approves them. You can track all these events and take action on them in the Workflow screen. Then you can send the approved invoices to the client for payment.
This
submit-approve feature is available in the Web Suite Enterprise edition
only.
This section covers the following tasks: