Enable the approval and posting process
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Hide expandable textIf your firm has enabled it, you can require approval and posting for the following features:
- time and expense entry
- billing
- receipt and adjustment entry
To enable the approval and posting process, choose Setup > Firm > Time and Billing tab, and mark the appropriate box.
When approval and posting is enabled, if you have appropriate permission you can approve and post items by choosing the Review tab for the relevant screen (Time/Expense Entry, Billing, Receipt Entry). Mark the box next to an item and click Approve / Post to open a list of approval and posting options.