How to Approve an Invoice using the "Approve all invoices" Role when you are not the approver

Modified on Tue, 24 Jun at 11:58 PM

If an invoice is awaiting approval by another user, but you wish to approve the invoice (and you have the "Approve all invoices" Role), you can do so using the following steps:

1. Click on Home to return to your Dashboard

2. Click on My requests within your Watch List widget

3. Click on Approvals

4. Remove the "Approver is" filter and add in the "Show all I can approve" and the "Type: Invoice" filters.

5. The green tick will approve the stage of the invoice. E.g. if an invoice has 3 approval stages set within the firms' Invoice Approval Workflow, the green tick will need to clicked 3 times before it is approved and posted to the matter.