Guided screenshots, not live forms. Fictional public-demo data. No production account, live AI, email delivery or money movement.
Expense capture Step 22 of 33
Verify the cost is invoice-eligible
Your action
Confirm Approved and $85. Click Invoices to combine the approved time and expense.
Highlighted controls
- Expense is Approved
- Open Invoices
Value to the firm
Consistent approval states make it easier to build invoices from reviewed source work.
Presenter notes: purpose, business value and limitations
The $85 cost is now Approved and unbilled. Together with $437.50 of new time, it will produce a $522.50 invoice before tax. The demonstration uses a manual tax amount of zero and does not determine whether tax is legally applicable.
Business value: Consistent approval states make it easier to build invoices from reviewed source work.