Flagged Items

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When entering in an invoice you can flag an item, for another Administration User to review and approve from the job costing sheet.

  • Under the invoice tab select Add New Invoice
  • Enter in invoice information
  • Select “Flag?” if you want to flag the line item
  • Click Save
  • On the job costing sheet if an item has been flagged, an orange flag with appear to the left hand side of the comments bubble
  • Once reviewed, click the Flag this will un-bold it meaning the line item has been approved
  • A time stamp will appear when hovering over the flag, notifying which user and when this line item was approved
  • The user who approved the line item can also add in a comment (optional)
  • Click Save

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