Invoice submit/approve process There is an optional submit/approve process for invoices. This affords an additional oversight mechanism before invoices are sent, beyond the standard review procedures OpenAir already provides (timesheet approval, creation/review of billing transactions, creation/review of timebills/charges and compiling them into an invoice). Enabling the feature: An internal switch controls this invoice approval feature; please contact OpenAir support to have it enabled for your account. How the feature works: When the feature is enabled, the invoice list view has tabs for open, submitted, rejected and approved invoices. An administrator designates those clients whose invoices must be approved before being sent, by selecting an invoice approver on the billing information form for the client (Account > Clients > [select client] > Billing information). Invoice approval can also be required on a project basis; the project-level invoice approver is specified in the project edit form (Projects > Projects > [select project] > Edit project). If an invoice is rejected, it can only be re-submitted by the original submitter. Approvers can be individual OpenAir users or an approval process. Auto-approval rules can be set up for invoices (in Account > Invoices > Approval processes > [select approval process]. If a particular client does not have an approver specified, invoices created for that client are considered approved upon creation. An invoice can only be emailed or marked sent after it is approved. The charges/timebills on an approved invoice cannot be modified. An invoice can be un-approved by a user who has the unapprove privilege enabled (in Account > Users > [select user ID] > Demographic). Bulk submit or Bulk approve Invoices: Invoices can be submitted in bulk from the open view or approved in bulk from the submitted view. For bulk submission or approval, the “run an action” column must be displayed by clicking the customize link at the bottom of the page. Reports: Detail reports for clients and projects can be configured to show the invoice approvers. The invoices detail report can also show the approval status, date submitted and date approved for invoices.