<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What are Invoice Approvals?</strong></p><p><strong>- Enabling Invoice Approvals</strong></p><p><strong>- Allowing Agents to Approve</strong></p><p><strong>- Requesting Approval</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What are Invoice Approvals?</span></strong></p><p>Invoice approvals allow an agent from a select list to accept or reject the contents of an invoice, and this could also delay the sync to an accounting integration until an invoice is approved.</p><p><br></p><p><strong><span style="font-size: 14pt;">Enabling Invoice Approvals </span></strong></p><p>To enable invoice approvals, head to Configuration > Billing > General Settings > "Approvals" dropdown. Here you can enable approvals, as well as configure if they sync to billing integrations before or after approval.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEyMTkyOTVhLWY3ZTQtNGVlMC1hZmQxLWU4NWI2MmQyN2RkOCJ9.1yUfiz0OH8wCN3sdiuPtphEVwqqESBMAq52oOTnPqNw" class="fr-fic fr-fil fr-dib" width="541" height="199"></p><p><strong><span style="font-size: 10pt;">Fig 1. Enabling invoice approvals</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Allowing Agents to Approve</span></strong></p><p>Within an agent's profile (Configuration > Teams & Agents > Agents > Details tab, you can allow an agent to be able to approve. In addition to this, the agent must have an email set against their profile.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY0ZDExOWIxLTU1ZTktNGYyZC1iMWUxLWZmMTNlYjRjNTIyYiJ9.b4PegNa-d_JfidYpESoh1AxmnOZJv5P7UbF9PvEMLzk" class="fr-fic fr-fil fr-dib" width="183" height="59"></p><p><strong><span style="font-size: 10pt;">Fig 2. Permission to approve invoices</span></strong></p><p><br></p><p><span style="font-size: 11pt;">If you would like approvers to be able to approve their own requests ensure you have also enabled "Show the logged in Agent in the approvers list (if they are an approver)" under Configuration > Billing > General Settings > Approvals. This will allow approvers to select themselves in the list, so they can then approve/reject the invoice. </span></p><p><br></p><p><span style="font-size: 12pt;"><strong>Auto-Approve when an Approver is Requesting (v2.251+)</strong></span></p><p><span style="font-size: 11pt;">From v2.251+ you can have invoices automatically approved if the agent requesting approval is an invoice approver. This is controlled using an agent permission, allowing you to control who's invoices are automatically approved. Even if an agent is an administrator, they still require this permission.</span></p><p><br></p><p><span style="font-size: 11pt;">To do this give approval agents the permission "</span>Can self approve on billing entity approval processes" against their agent profile or their role. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI3NzczY2EzLTk5MmMtNDg5ZS04MDU3LTEwODUwM2Q0ZmE5NSJ9.aH6OdfkxrVPqKbNuhd6SikTTC5Z8P4RXiODccjHeFSQ" class="fr-fic fr-fil fr-dib" width="613" style="width: 615px; height: 352.538px;" height="353"></p><p><strong><span style="font-size: 10pt;">Fig 3. Can self approve on billing entity approval processes permission</span></strong></p><p><br></p><p><strong><em>Note: This permission will also allow purchase orders and quotes to approve automatically when this agent requests approval, should they be an approver for these entities too. </em></strong></p><p><br></p><p>Now, if an agent with this permission requests approval for an invoice, it will automatically approve.</p><p><br></p><p><strong><span style="font-size: 14pt;">Requesting Approval</span></strong></p><p>After creating an invoice, the option to "Request Approval" appears in the top bar. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQyNzdmYTE3LWQ3OTUtNGU2My1hYWQzLWQ4MzQ1MWZmMjRmMSJ9.tzZMh2RYZkVo85g9xsfkBP88jXhL4xgCGEmmOtw-Q1s" class="fr-fic fr-fil fr-dib" width="1218" style="width: 1220px; height: 314.683px;" height="315"></p><p><strong><span style="font-size: 10pt;">Fig 4. Request Approval button.</span></strong></p><p><br></p><p>Upon clicking, a popup will show to choose an approver from the list of agents set as approvers as per Figure 5.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE3N2YzNTg1LWFiMGItNDZhMy04MzQ5LWFjMzZkOTQ5MzgwNiJ9.wVzKs5Qp7D6EpGhP77r_zWN2hB0NOiBkZdwRCedN0Mk" class="fr-fic fr-fil fr-dib" width="708" height="393"></p><p><strong><span style="font-size: 10pt;">Fig 5. Agent approvers</span></strong></p><p><br></p><p>After saving, the agent who is set as the approver will see the "Accept" and "Reject" buttons.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNjNDBkMTBmLWEzZTItNGY1OS1iNGU2LTMxMjYwNmRmNWQ2YSJ9.29IJEQWkCXeSiA08iUipkW9PsUBr6mHX_AgP0tf3b4g" class="fr-fic fr-fil fr-dib" width="1208" style="width: 1210px; height: 305.614px;" height="306"></p><p><strong><span style="font-size: 10pt;">Fig 6. Approving an invoice</span></strong></p><p><br></p><p>The side bar will show the approval details like below.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBlMzI3ZGFiLTY0NmQtNGIwMi04MjVjLWViMDQ0M2NjZDMwZSJ9.wYqmBTwR98-LPglOWpQpgY83W-Uwvh97qSnMCjtWvvc" class="fr-fic fr-fil fr-dib" width="215" height="334"></p><p><strong><span style="font-size: 10pt;">Fig 7. Approval Details on an invoice</span></strong></p><p><br></p><p>To prevent Invoices from being sent by Agents until Approval has been granted, enable "Invoices must be approved before they can be sent" in Configuration > Billing > General Settings. This will hide the "Send" action until approval has been granted. </p>
