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How can I ensure that invoices are approved before they reach my accounting system?
How can I ensure that invoices are approved before they reach my accounting system?

Use the statuses in invoices to control when invoices are exported

Dominique Tuck avatar
Written by Dominique Tuck
Updated over a year ago

Purchase orders, quotes and invoices all have customisable statuses available in the top right corner of their page

Clicking on the status will allow you to indicate what stage the record is at, and control actions such as editing and exporting to your accounting system.

The "Approved" status is the final status that you must update both invoices and purchase orders to, which will trigger an export to your accounting system and prevent further edits on the record.

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