Routing Tab in ConnectWise Invoice Search

The Routing tab lets you define a review sequence for an invoice — a list of members who must approve it before it moves to batch emailing. Routing defaults are configured in the Billing Setup table per location; the Routing tab on a specific invoice lets you override or supplement that default.

Add a routing entry to an invoice

1. Go to Finance > Invoice Search and select an invoice.
2. Select the Routing tab.
3. Select New Item.
4. Enter a Sequence # to set the review order.
5. Select a Member from the drop-down.
6. Select Save And Close.

Route an invoice forward or backward

When an invoice is sent to you for review, you receive a notification in the Notices section of your Today Screen. Go to Finance > My Invoices to see all invoices awaiting your approval.

You can route from the My Invoices list or from inside the invoice itself.

From the My Invoices list

1. Go to Finance > My Invoices.
2. Select the checkbox next to each invoice you want to route.
3. Select a Route arrow to choose the direction:
   • Forward — sends the invoice to the next reviewer. The invoice moves to the Invoice Batch Emailing screen and becomes visible to that member.
   • Backward — sends the invoice back to the previous reviewer. That reviewer gets a Today Screen notification and must restart the review.
4. Select Close Window on the Routing Invoices dialog when routing is complete.

From inside an invoice

1. Go to Finance > My Invoices and select an invoice.
2. Select a Route arrow to choose Forward or Backward (same behavior as above).

Note: There is no confirmation dialog when routing from inside an invoice. The action is immediate.

When a member routes an invoice forward, their routing record is marked as reviewed and the date and time are stamped automatically.