Filings — approve and reject
Filings (/orgs/{orgId}/filing-status) is the org-wide view of all service instances.
Filters
Use status filters such as:
- Filing default
- Filing pending
- Filing completed
- Invoice generated
- Payment received
Home cards deep-link here with a status query when available.
Approve or reject
For instances in filing pending:
- Review milestone documents and completeness.
- Approve (complete filing) or Reject with a reason.
- Rejected work returns to the assignee to fix and resubmit.
Generate invoice
From completed filings (here or from Home), use Generate invoice when invoice create access is available. Continues in Create and manage invoices.
Open in CARA: Open Filings
Who can do this
| Action | Admin | Member |
|---|---|---|
| View Filings list | Yes (typical) | If granted |
| Approve / reject filing | Yes (typical) | Only if granted |
| Generate invoice | Yes (if financial access) | If granted |