When the Charge Approval functionality is enabled, charges will have a status to indicate whether they have been approved for billing.
The charge status is listed on the Charges tab of a case.
The Charge status is also indicated when viewing the Details of a Charge by a banner across the top. This banner also indicates if the charge can be edited and the reason recorded in the instance a charge has been adjusted or written off.
The flow diagram below illustrates how the Charge approval status moves from Not Finalised to Approved.
The table below outlines the charge approval statuses in more detail:
Status | Description |
Not Finalised | All Time charges are created with a ‘Not Finalised’ status. These charges need to be marked as ‘Ready for Approval’ within the Charge Details screen before they will have a status of ‘Waiting for Approval’. Charges with this status can still be edited. |
Waiting for Approval | Fixed and Cost charges are created with a status of ‘Waiting for Approval’. Time charges will have a status of ‘Waiting for Approval’ after they have been Finalised. Charges with this status are visible on the Charge Approval screen on the Finance tab. Charges with this status can still be edited. |
Approved | Charges with this status have been validated for billing on the Charge Approval screen. These charges can be billed and are available to select when generating an invoice at Step 2 of the Billing Wizard. |
Written Off | These charges have been marked as Written Off on the Charge Approval screen and cannot be billed. Charges with this status cannot be edited. |