Authorising and posting an Expense Sheet

Last modified 08:04, 24 Apr 2017

Overview

Once an Expense Sheet is submitted, the next step it to authorise and post it. This process moves the client WIP into debtors, allowing the practice to then keep track of its financial exposure. You can only approve and post an Expense Sheet if you have the access permission to do so.

Expense Sheets can be authorised individually from the Timesheets tab of the Employees Details page, or if your Home Page is customised to show the Approve option, you can authorise and post more than one from your Home Page. If you want to authorise more than one Expense Sheet, click here.

Authorise and Post an Expense Sheet

  1. Open the Expense Sheet.

  2. Click the Authorise Authorise button button .
    The Authorisation Status changes to Authorised.

  3. Click the Post Post button button.
    The Authorisation Status changes to Posted.

Related

Page statistics
354 view(s) and 4 edit(s)
Social share
Share this page?

Tags

CCH Practice Management

Comments

You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |