Approving an Invoice

If your firm uses an approval workflow:

1. From a Draft invoice, click Submit for Approval.

2. The invoice moves to Awaiting Approval.

3. A partner or Firm Admin reviews it.

4. They click Approve or Reject (with a reason).

5. If rejected, it returns to Draft for editing.

If your firm does not use approval workflow, invoices go from Draft directly to Approved.

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