Can I send an Invoice/Bill for approval?
Yes, you can generate Bills and Invoices in ControlHub, and then send them out for approval. To do this, head over to the Pay tab / Bills & Invoices subtab. Click on the Add Bill button to upload an invoice/bill document (only PDF, PNG and JPG formats are supported).ControlHub will extract the data from the invoice using OCR, and/or you can also fill in the bill details manually.
Once the Bill details are ready, click on Send for Approval to send the Bill to collect approvals. The bill will follow any approval logic pre-set in your Approval Rules. Please see this article on How to set an Approval Rule.
