# Financial Approval

The **Financial Approval** screen lets clinic administrators or authorized staff review invoice approval requests before actions are completed. It ensures sensitive financial actions require proper approval. Requests submitted through [**Invoice Cancellation Request** ](/uniteemr/application-modules/billing/invoice/more-action/invoice-cancellation-request.md)and [**Invoice Refund Request**](/uniteemr/application-modules/billing/invoice/more-action/invoice-refund-request.md) appear on this screen.

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### Steps to View/Update the Status

* Open the **Financial Approval** screen by navigating to **Home > Billing > Financial Approval**.
* Set the **From** and **To** date range.
* Select the required option from the **Approval Status** dropdown list, such as **Requested**, **Approved**, or **Rejected**.
* If needed, enter the **Invoice Number** in the search field.
* Click **SEARCH** to load the matching requests.

  <figure><img src="/files/vWCh0qeT0owJ4w4tPfOz" alt=""><figcaption></figcaption></figure>
* To process a pending request, enter the remarks in the **Remarks** field.

  <figure><img src="/files/yy473aSdFZUH9YRk8wqO" alt=""><figcaption></figcaption></figure>
* Click the **Approve** icon to approve the request, or click the **Reject** icon to reject it.
* To view approved or rejected records, use the **Approval Status** drop‑down.

  <figure><img src="/files/JhR34v9kwKTkrnhxwCYb" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Use the **Invoice Number** hyperlink to open the related invoice and verify the details before approving or rejecting the request.
{% endhint %}

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