WIP Invoice Procedures

This section describes the steps you need to follow to work with WIP invoices.

Copy to come.

Related Topics:

  • Submit a WIP Draft Invoice
    To create a WIP invoice for a job, you must first submit the draft for approval. Note that this applies only if you have set up approval hierarchies for draft invoices.
  • Approve or Reject a WIP Draft Invoice
    To issue a WIP invoice, you must first approve the draft. Note that this applies only if you have set up approval hierarchies for draft invoices.
  • Attach Documents to a Draft Invoice
    Use these steps to attach documents to a draft invoice.
  • View a Document
    You can view any document listed in the Documents sub-tab.
  • Start a Conversation
    You can use the conversations functionality to correspond with other employees in your company about a specific job invoice.
  • Reply to a Conversation
    When you log in to iAccess, the top right corner of the iAccess menu includes a blue Notifications icon.
Parent Topic: WIP Invoice Overview