The 'Approve Invoice' feature is optional in vWork. This feature keeps invoices in an editable status in vWork until they are reviewed and approved by a dispatcher or admin in the Job Editor. The invoice won't be shared with third-party accounting integrations or sent to the customer until it is approved. Once approved the invoice can't be edited.
The 'Invoice Approved' status shows on the 'Invoicing' tab in the Job Editor.
🔔 Note: If you don’t have this feature in your vWork account, as soon as a job is completed the invoice is automatically approved. You won't see physical confirmation of invoice approval on the 'Invoice' tab if you haven't added the 'Approve Invoice' feature to your account.
If you would like to find out more about the 'Approve Invoice' feature, or add it to your account, please email support@vworkapp.com.
In this article
This article explains what it means to approve an invoice in vWork and how to do this.
Topics include:
- What does it mean to approve an invoice in vWork?
- How to approve an invoice in vWork
- What happens to an approved invoice exported to Xero, MYOB, or Quickbooks?
Click one of the links above to go straight to that topic. You can return to this topic list by clicking this icon.
What does it mean to approve an invoice in vWork?
When Invoicing is enabled for a job template, a vWork Admin or Dispatcher can approve an invoice for a job.
An invoice can only be approved when a job has a status of 'Completed' in vWork and Invoicing was enabled on the job template before the job was created.
When an invoice is approved using the Approve Invoice checkbox it means that:
- The job information and the invoice information for the job are fixed. The job and invoice can’t be edited or changed in any way.
- A record is kept in vWork of who approved the invoice and when they did this. This is available in the audit trail for the job.
- The invoice is shared with the finance integration connected with your vWork account, such as Xero, MYOB, Quick Books online, etc, when your invoices are manually or automatically synced with the finance integration.
💡 Tip: An invoice can’t be edited while it has the Approve Invoice checkbox checked. To change an invoice after it is approved you must first click to remove the checkmark. You can then make changes to the invoice and add the checkmark back to re-approve it. This will be recorded in the audit trail for the job in vWork.
How to approve an invoice in vWork
Once a job is completed in vWork, it is simple to approve the invoice by completing the Approve Invoice checkbox.
Approve the invoice
To approve an invoice:
- Open the job and switch to the Invoicing tab.
- Click the checkbox next to Approve Invoice. This is located at the bottom of the invoice - see the example below.
- Click
.
View an Approved Invoice
To see who approved the invoice and when they did this:
- Open the job editor for the job and click in the Invoicing tab to view it.
- The invoice approval details are displayed next to the Invoice Approved checkmark.
What happens to an approved invoice exported to Xero, MYOB, or Quickbooks?
When using the Approve Invoice optional feature in combination with one of the vWork third-party finance app integrations (Xero, MYOB, Quick Books) only invoices with the Approve Invoice checkbox completed are sent to the accounting integration. Invoices that aren’t yet approved are not sent unless the third-party integration supports draft invoices (like Xero). In this instance, the invoice is sent across as a draft invoice and will also need to be approved in the third-party app.
Related topics
- You can view the invoice approval status for a job in the Jobs tab. The article, Configure the Jobs tab to show the 'Invoice Approved At' status, explains more about this.
- You can generate reports to show jobs that have and haven't had their invoices approved. The article, Run reports to show the invoice approval status for jobs, explains how to do this.
- You can also notify stakeholders when an invoice is approved by sending them an alert or in-app notification. You can read more about this in these articles, What can trigger an Alert? (see the topic about Job Progress alert triggers), and Set up an Alert.