Most invitbox workflows have 4 sets of tabs running left to right across the top of the screen as follows;
Intray - where bills get approved
Approved - where bills get signed off (by another user/s)
Signed Off - where the bills wait until they are exported
Filing Cabinet - where bills live for 7 years once they have been exported
However, you can choose to remove the Approved tab altogether, resulting in an Intray > Signed Off > Filing Cabinet workflow.
If you do not see an Approved tab in your workflow, but you want to install it, read the My Company Information section of the Admin Tab guide
Please watch the following Video by way of introduction to the Approved Tab workflow:
The purpose of the Approved Tab is to allow for final adjustment and editing of bills before they are sent on to the Signed Off tab.
The data in the Approved Tab can be viewed by a number of different roles in your invitbox organisation, but only certain roles can edit the data and sign off on the bills. Those roles are
Users with Executive SIgn Off (see here for more information on Executive Sign Off)
The Approved tab provides all the functionality of the Intray so please read here for a guide on what that is, except for the ability to dispute a bill by sending it to the Disputed Tab.
Because the bill has already been approved by someone else, if you want to dispute the bill from the Approved Tab, you need to dispute it with the person that approved it. You do that by clicking MORE > Return to Intray. We suggest that you always add a note to the bill before returning it so that the person whose intray you are returning it to knows why you are returning it. When it arrives back in their Intray, it will appear in red font so as to highlight it has been returned to them.
Once bills are Signed off, they move to the Signed Off tab, waiting to be exported to your Accounting Software.