Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
Invoices can be approved from the Documents list or the Invoices list in the client workspace, or from My Approvals when using Workflow to approve invoices.
Watch this tutorial to learn how to:
- approve invoices in FYI from the Invoices list
- use Workflow to approve invoices.