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Accountants Enterprise with Practice Manager only

Once a sheet (timesheet, disbursement or expense) is submitted, it must be authorised and posted. This process moves the client WIP into debtors, enabling the practice to track its financial exposure. You can only approve and post a sheet if you have permission to do so.

If your homepage is customised to show Approve , you can authorise and post more than one sheet (timesheet, disbursement or expense sheet) at a time.

You can also authorise and post more than one sheet (timesheet, disbursement or expense sheet) at a time from the Practice KPI page Practice/Manager view.

You must have the necessary permissions to authorise and post sheets.

To authorise and post a sheet from your homepage or Practice KPI
  1. Open your Homepage or click Practice KPI from the toolbar and select the Practice/Manager view.

  2. Right-click the WIP Approval list and select WIP Items to approve from the menu.

  3. Click the Status heading to group the Submitted items.

  4. Select each Submitted item that you want to authorise and post.

  5. Click the checkbox.

  6. Click Approve . The selected items are marked Authorised.

  7. Click Post . The items are removed from the WIP items to approve. They are displayed in the Aged WIP.