Once an Expense Sheet is submitted, the next step it to authorise and post it. This process moves the client WIP into debtors, allowing the practice to then keep track of its financial exposure. You can only approve and post an Expense Sheet if you have the access permission to do so. Expense Sheets can be authorised individually from the Timesheets tab of the Employees Details page, or if your Home Page is customised to show the Approve option, you can authorise and post more than one from your Home Page. If you want to authorise more than one Expense Sheet, click here.
Authorise and Post an Expense Sheet
Open the Expense Sheet.
Click the Authorise button .
The Authorisation Status changes to Authorised.
Click the Post button.
The Authorisation Status changes to Posted.