Using the Billing Review Queue

The Billing Review Queue brings time and expense review into one workspace view.

Work through the queue

Open Billing Review Queue and use Awaiting Review to focus on undecided entries.
Inspect the case, account, service or item, activity/update, quantity, rate, amount, and status shown for each row.
Open the related case or supporting work when you need more context.
Approve eligible accurate work, or decline it with a useful reason.
Use Approved, Declined, or All Items to follow up on earlier decisions.

Check context before deciding

Time and expense entries may use different units. Verify whether a quantity represents hours or an expense quantity, and distinguish the recorded staff cost from the eventual client invoice rate. Missing setup or case restrictions can prevent a later billing step even after review.

After approval

Go to the case's Finances > Billing area to review work ready for invoicing. The queue is a review tool, not proof an invoice was created or sent. If the queue is empty unexpectedly, clear filters, check the workspace and case access, and compare with the case's Time & Expenses list.

Access and availability

The controls you see depend on your permissions, access to the case, the case status, and the entry's review, invoice, and payment state. If an action is missing, ask your CaseWyze administrator to check these conditions.