Create Reviewer Groups for Job Billing Invoices
When implementing the review and approval workflow feature in Job Billing, you will need to create reviewer groups in HQ Reviewer Groups.
The following instructions detail how to create reviewer groups for Job Billing invoices.
- From the main menu, select .
- In HQ Reviewer Groups, click in the Reviewer Group field and enter a name for the reviewer group.
- In the Description field, enter a description of the reviewer group.
- Select the Active checkbox to indicate the Reviewer Group is "active" and able to review and approve job billings.
- In the Responsible Person field, enter the responsible person or press F4 to select from a list of available reviewers. The responsible person must be a reviewer in the system (in HQ Reviewers).
- From the Reviewer Group Type drop-down, select 3-Job Billing.
- Use the Reviewers tab to add reviewers to the group. See Adding Reviewers to Reviewer Groups for more information.
- Save the record.