Deltek Vantagepoint Help

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Where to Complete Billing Invoice Approval Steps

You complete approval steps for billing invoices in several applications throughout Vantagepoint

The following table identifies the different places in Vantagepoint where you complete steps for approving billing invoices. You have access to the approval actions in these applications only if you have access to the applications and the project record. For approving and rejecting, you must be assigned to those tasks in the invoice approval process that is assigned to a project.

Application in Vantagepoint Approval Steps You Can Perform
Billing > Interactive Billing

In Interactive Billing, you can complete the following for individual invoices:

  • View, print, and review a draft invoice
  • Submit a new draft invoice for approval
  • Submit a submitted (resubmit), approved, or rejected invoice
  • Unsubmit a submitted, approved, or rejected invoice
  • Approve a submitted invoice
  • Review and apply changes to an invoice per approvers' comments or markup on a draft invoice PDF (if you have the Use Markup on Draft Invoices feature turned on)
  • Accept an approved invoice

You cannot reject a submitted invoice in Interactive Billing.

Billing > Batch Billing In Batch Billing, you can complete the following for a batch (group) of invoices at a time:
  • Print a group of draft invoices that have not yet been submitted. This allows you to review invoices before the approval process starts.
  • Submit the batch of new invoices for approval
  • Final accept a batch of approved invoices.
Billing > Invoice Approvals

In Invoice Approvals, you can complete the following for individual invoices:

  • View, print, and review the invoice
  • Add Comments to the invoice
  • Approve a submitted invoice
  • Reject a submitted invoice
  • Generate the Invoice Approvals Report
Hubs > Projects > Draft Invoice Approvals

In Draft Invoice Approvals, you can complete the following for a project's most recently submitted invoice:

  • View, print, and review the submitted invoice
  • Transfer transaction detail to another project. Review invoices, update fees, transfer, hold, view, bill, write-off, modify, delete or insert transactions
  • Enter comments for the draft invoice
  • Mark up a PDF of the draft invoice with annotations and comments (if you have the Use Markup on Draft Invoices feature turned on)
  • Approve the submitted invoice
  • Reject the submitted invoice