Depending on what role and permissions you have, you will be able to see some or all payment requests and invoices that belongs to your company's Worksome account.

If you click on the Payment Request page, you will be able to filter bills. Most companies use this dashboard as an overview of their unapproved bills - and to have a good overview of what needs to be approved. We have markets the boxes at the top to show what you can filter by.

From this dashboard you can view a summary per each payment request by hovering over the "ref #"; add and edit the PO number before approval, view timesheets and invoices (following request approval). You can also take actions from here.

When a payment request has been approved, an invoice will be generated and sent automatically to the accounting email that has been provided in your company payment settings. Please note that no invoice is generated for unapproved or rejected payment requests. If something would be wrong with the request (e.g. the wrong rate was used), please reach out to the external worker via the conversation as they have the opportunity to edit the payment request and resubmit for review.

If you click on "Invoices", you will be able to filter and find all invoices.

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