Billing worksheets > Review worksheets [in-depth guide]
Each worksheet must be reviewed & sent for approval prior to billing. During the review process, you will have quick access to the budget and the ability to drill down to the details and write off, mark as billed, transfer & edit transactions by way of the 'form actions'. None of the changes made at this stage actually affect transactions in the system. A worksheet must be approved before anything happens. When they are done, a worksheet is submitted for approval.