Override an Approver

Project-level Admins can approve or decline invoices on behalf of other team members.

You must be a project-level Admin to take these steps.

Whether the designated approver is out on PTO or otherwise unavailable, sometimes an invoice gets held up.

Take these steps to keep the invoice progressing through the review cycle.

  1. From your Dashboard, select the project and then double-click the applicable contract.
  2. In the upper-right corner, select Settings.
    The Settings panel opens from the right side of the screen.
  3. Select Override approver.
    The Override approver window opens.
  4. For each user row in the Approver name column, choose one:
    • Take no action
    • Select Approve to approve on behalf of this user and send the contract's invoice to the next approver.
    • Select Decline to reject this contract's invoice and send it back to the previous approver.
  5. If you selected Approve or Decline, confirm your choice.
If needed, see Adjust Project Member Permissions to change approvers and/or their assigned sequencing.