Devise Approve Invoice For Free

hello and welcome to B works University this lesson will focus on approving invoices in beam works ap this is one of the most common and important roles and B marks if you need help logging in for the first time make sure to watch our video lesson on exactly that topic if your company is new to beam works please remember that this is a new system and there may need to be slight adjustments made initially to get invoices flowing to the right people properly this means that very occasionally in the first couple weeks you may get an invoice for your approval that is not yours if this happens please reject the invoice and alert your accounting team and know they will fix the workflow with the help of beam works so that the system is completely accurate after the first couple weeks okay let's get into the actual approval lesson once an invoice has been coded and submitted for approval we'll be in a status of pending approval if you have invoices pending your approval you will get an email from being works telling you exactly how many invoices are awaiting your approval you can click on the link in the email and log in or if you're in B works already click on the black side navigation bar and click on the approval tab for invoices also it's important to note that each user in beam Works has their account configured to the type of work they do when you're logged in and following this lesson it might look slightly different than our examples but the approving functionality should match exactly okay let's get started in the approvals tab you will only see invoices that are currently pending your approval you won't see any other invoice in any other status or invoices for anyone else's approval to view the first invoice for your approval double click on the row or click on the details view icon this will bring you into the details view of the invoice first we'll look at some of the functionality available to you as an approver around the invoice pages you can use the zoom slider which is most commonly used to change the size of the pages so you can review them more easily and there is a PDF button to download a copy of the invoice the ad pages option allows you to add extra pages to the invoice a good example of when you need to do this is when you have an important email thread that you have PDF to add to this particular invoice you have two options here to add pages you can add them to the main invoice or as backup pages if you want people to have the option to not include your uploaded file when people run PDF reports of this invoice later on add them as a backup there are also two ways to add files you can drag and drop from your computer into the upload area or press the add files button and simply navigate to where they're located on your computer press upload you can always move pages from back up to the invoice level or to back up again if needed if you change your mind as to where they should be located by selecting the pages and dragging and...