Invoices with a Pending status can now be approved or denied in bulk across various cases from the Accounting Tab > Invoices view.
NOTE: You must have Modify permissions to Accounting > Invoices to access the bulk Approve and Deny buttons.
Bulk Approve
To approve multiple invoices at once:
Navigate to the Accounting Tab > Invoices view.
Use the checkboxes to select the invoices you wish to approve. Only Pending invoices can be approved.
Select the Approve button above the grid.
Confirm your intention on the Approve Invoice window.
A success banner will display and the Invoices view will refresh, showing the selected invoices with a Due or Overdue status, depending upon the invoice due date.
Bulk Deny
To deny multiple invoices at once:
Navigate to the Accounting Tab > Invoices view.
Use the checkboxes to select the invoices you wish to deny. Only Pending invoices can be approved.
Select the Deny button above the grid.
Confirm your intention on the Deny Invoice window. Enter a reason for the invoice denial and click the Deny button. This is a required field.
A success banner will display and the Invoices view will refresh, showing the selected invoices with a Draft status.
