Page 123 - 3E User Manual- updated 3-2018
P. 123
Paperless Proforma Process
• Do not make any changes on this screen.
• ONLY select Print at the top right.
• An Invoice preview will appear on the screen for review.
• When done, select :
Finalize the Proforma for Admins and Supervising Timekeepers
• Select Submit to move the proforma to the next Step.
• Select Hold to hold work in process.
• Select Return to return the proforma to the Admin.
o If returning the proforma, include comments as to why in the Internal Comments field.
o Proformas cannot be returned to Accounting.
Finalize the Proforma for Managers
• Select Approve to move the proforma to the next Step.
• Select Hold to hold work in process:
• Select Reject to return the proforma to the Billable Timekeeper.
o If rejecting the proforma, include comments as to why in the Internal Comments field.
Paperless Proforma Process 3/27/2018
