Overview
Billing approver has been refactored in this release to deal with deprecated code.
Previous functionality provided the ability for a person to be designated as the billing approver at a contract level. This role was also enabled in workflow so that invoices could be easily routed to them for approval. The functionality is also required as an optional field on the invoice proposal, for two reasons:
1. Specific views can be created for the people assigned that to role.
2. The of the person with that role can be changed for a particular invoice, where necessary.
Feature management and parameters
The simple adjustments functionality is now controlled within the feature management (Workspaces>Feature management). The feature is named (evergreen) Billing Approver. The feature can be enabled using the Enable now or Schedule button
The enabling of the feature will bring up the Billing approver field on the Project contract
Functionality/Set up
Setting the Billing approver on a contract
Navigate to the client contracts as below
Project management and accounting > Projects > Project Contracts
Select the Billing approver from the drop down
Feedback
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