🔐 To process Invoices for multiple Workers, you'll need either Admin or Circus Admin access. Learn more about Managing Permissions. 🖥️ This feature is accessible on only desktop devices.
Overview
Use this guide to learn how to effectively search for, approve, download and delete an invoice.
Accessing Invoices
If you are already logged into Circus, to access an invoice, start by clicking on the relevant production from your main dashboard. Then, on the production dashboard, click on Submissions icon, then Invoices in the left navigation bar to access the Accounts Payable overview page.
Any Invoice can be opened by clicking on the 'Open' button or the entire row in the table.
Sorting Invoices
By default, Timesheets will be sorted by most recent Invoice Date. You'll also be able to sort by phase:
All - Invoices in every state as described below
My Approvals (default view) - Invoices that require your review
In Review - Invoices that require either yours or someone else's review
Approved - Invoices that have either been fully approved or paid
Deleted - Invoices that have been submitted by Workers but deleted by someone with elevated access
Searching Invoices
To find specific Invoices, use the search bar in the top-right corner of the table. Simply enter a worker's name or role to filter the results.
Filtering Invoices
Refine your Invoice search further by applying filters. Click the filters icon next to the search bar to open the filters panel.
Then, click 'Add Filter' and select from the following options:
Payee - Filter by one or more payee names using the multi-select dropdown
Tags – Search by one or more active tags.
Invoice Date – Choose a range of Invoice dates using the calendar picker.
To remove a filter, hover over the input and click the delete icon. To clear all filters at once, click 'Reset' on the far right of the filter bar.
Approving Invoices
If you need to approve an invoice, simply click 'Approve' on the action bar at the bottom of your screen. The action bar will convert to an 'Approved' status and status of the Invoice will be updated in the Accounts Payable overview page.
The platform will then automatically load the next invoice awaiting your approval. If there are no more invoices needing your attention, you will be redirected to the Accounts Payable overview page.
Commenting & Audit Logs
On the right side of your screen, the toolbar features Walkie, where you can access a comprehensive audit log or history of all events related to an invoice. This log includes timestamps for each action initiated by a user and is accessible to the Worker.
Additionally, approvers and accountants have the ability to add internal notes regarding the invoice, which are not visible to workers, facilitating private discussions about its status or required actions. To do this, enter your note and click on the plus ('+') icon.
To delete a note, simply click on the Delete icon.
Deleting Invoices
Invoices can only be deleted by Workers if they are in draft mode. Invoices that are in review can also be deleted by Approvers or Accountants, however, they cannot be deleted by anyone if the invoice has been approved or paid out.
To delete an invoice, click on the delete icon in the action bar.
