Invoice on Account Fields
This section describes the fields and actions on the Invoice on Account workspace.
Card Part Fields
Copy to come.
Card Part Actions
| Button | Description |
|---|---|
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Click this icon to refresh data in the current workspace. |
|
Click to display the list view.
Click to display the detailed view. |
| Save | Click this action to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action is disabled until additional changes are made. |
| Revert | Click this action to undo changes made to the current record, or to any of its lines. |
| Submit | Click this action to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
|
| Approve | Click this action to approve the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
|
| Reject... | Click this action to reject the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies.
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| Other Actions | In the Invoice on Account workspace, this drop-down list includes the following actions:
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