Check funding approval

Admin → Funding authorizations, if shown for your account.

Open the record for the job. Check the request, purchase order (PO) or work order (WO), its approval, amount and linked invoices.

A request is not an approved PO. A storm number is not funding approval.

Why is the invoice held?

Look for one of these reasons:

• Approval is missing.
• The job or reference does not match.
• Not enough of the approved amount remains.
• The funding details changed after the draft was prepared.

Give Ben or Bill the reason and the correct reference. Do not raise a limit to get a practice bill through. Test limits are not the client's real PO limits.

Changing these records needs the right role and proof. For the first walkthrough, read them rather than edit them.