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Each proforma follows steps specific to the firm, for example preparation, partner review, control, posting. Each step shows as a tile on the Role Center of the users involved.
If the invoiced amount is well below the work in progress, a comment explaining the difference can be required (financial control).
If signature is turned on, only the matter partner, or the person they delegated signature to, can sign the proforma. The memo must be validated, and the proforma signed and released before it can be posted.
The administrator defines the Sales Steps: sequence, document status, read-only, emails, approvers, financial control. The sales workflow and the signature are turned on in Matter Setup. For Business Central approvals, see Workflow.