Use these fields and options to enter or modify comments in the Billing application.
Fields
The following fields and grid display only when this dialog box opens in Interactive Billing, Invoice Approvals, or Interactive Approvals:
| Field | Description |
|---|
|
Project
|
These fields display the
project number and name associated with the invoice.
|
Comments Grid
| Field | Description |
|---|
 Insert
|
If you are reviewing an invoice on the Invoice Approvals form or Interactive Approvals form and want to enter new comments as you proceed, click
Comments to open this dialog box. Then click
Insert to add an
In Process action row to the grid.
You can then switch back and forth from this dialog box to previewing the invoice or reviewing invoice transactions on the Invoice Approvals form or Interactive Approvals form. When you click either
Approve or
Reject,
Deltek changes the action for the inserted row and the new comments to
Approved or
Rejected.
This option is only available if you open the Billing Comments dialog box from the Invoice Approvals form or Interactive Approvals form.
If you insert a row and then decide that you do not want to add a comment before you click
OK, click
Cancel to remove the row. If you insert a row, enter a comment, and click
OK, and then decide to remove your comment, you can delete the comment text, but the row will remain. You cannot delete an inserted row after you click
OK.
|
| Action
|
This column displays the approval actions that have occurred for the invoice:
Submitted,
Approved, or
Rejected.
|
| Name
|
This column displays the name of the person who carried out the action.
|
| Date
|
This column displays the date and time that the action occurred.
|
| Comment
|
If a comment was entered for the action, this column contains all or part of that comment.
To view the full text of a long comment, hover over the text or click it.
|
Text Box and Buttons
The following fields and buttons display when this dialog box opens in Interactive Billing, Invoice Approvals, Interactive Approvals, or Batch Billing:
| Field | Description |
|---|
| Comment Entry and Edit
|
Enter a new comment or edit an existing comment directly in this text box. You can edit only the comments that you entered originally. You can view comments entered by others, but you cannot edit them.
If you need additional formatting options, click
Edit on the
Comment Entry toolbar to open the Text Editor dialog box and format the text.
|
| OK
|
Click
OK to save your entries. If this dialog box displayed when you clicked
Submit,
Accept, or
Reject, you must click
OK to complete that action, whether or not you enter a comment.
|
| Cancel
|
Click this option to discard your unsaved entries.
If this dialog box displayed when you clicked
Submit,
Accept, or
Reject, you must click
OK to complete that action, whether or not you enter a comment. If you click
Cancel, the action is not carried out and the approval status of the invoice does not change.
|
