This section is used to Approve and Unapprove wip journals to enable the billing of such in the Billing Invoice Module. enVisual360 has the ability to bill a wip journal in the billing module, however, before such entry can be billed, such entry has to be approved first. The WiP Billing Approval is controlled by security which is maintained at Settings > Security > System Security > Financial > Billing > WiP Billing Approval
Approving a WiP Journal
Similar to other financial screens, select the relevant Master Entity, Period and Customer. The approval state dropdown can be used to filter the grid to display either approved wip journal only or unapproved wip journals only.
Using the Approval option either via the left panel or right click menu, select the relevant wip journal(s) and approve. The system has the ability to either single approve a wip journal or multi approve using the checkboxes. This will then move the state of such wip journal from unapproved to approved and make the wip journal available in billing module for invoice billing. Please note, once an approved wip entry has been billed in the billing invoice, such approved wip journal is no longer displayed on the approval grid. Therefore the approval grid shows wip journals that are available for customer billing.
Unapproving a WiP Journal
Just like approving, the system has the ability to single unapprove or multi-unapprove by selecting the required wip journal record(s). Please note, when a wip journal record has been linked to a billing unposted invoice, such approved wip
journal cannot be unapproved unless such billing invoice is deleted.