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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.

Verify the cost is invoice-eligible. Actual captured fictional application screen. Expense is Approved 1 Open Invoices 2 Click Here
Red boxes identify the actual input, navigation or result. Click Here advances the guided screenshots; it does not submit a live form.

Highlighted controls

  1. Expense is Approved
  2. 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.