Unapproved Invoices Explained

In circumstances of having associates with user profiles, FINSYNC allows the account owner to have final approval before invoices are sent to customers. 

In order to confirm final approval on unsent invoices, follow the steps outlined below:  

1. Click the Payments tab in the top menu.

2.  Click the Unapproved tab in the left menu.

 

3. Locate the specific invoice and mouse over the Ellipses on the right side, then click Approve & Send.




4. You will then be prompted for final approval of recipient and acceptable payment options.