Deltek Vantagepoint Help

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Approving Billing Invoices

Using an approval process for billing invoices is an optional feature in Vantagepoint.

After you turn on and configure the feature, you specify in a project's billing terms whether you want the invoices for the project to go through an approval process.

An approval process moves draft invoices through the submittal, approval, and acceptance stages. To keep the process moving, employees who need to complete each step are automatically alerted when the step is ready for them to perform. After a draft invoice is submitted for review, it must be approved before it can be accepted and a final invoice is generated for the client. At each step of the process, you can add comments and markup for the invoice to communication important information and any edits needed before a draft invoice is final accepted.

Turning on and Setting up the Approval Process

You turn on the invoice approval feature in Settings > Billing > Options.

For information on enabling and setting up the approval process for billing invoices, see Checklist for Enabling and Configuring Billing Invoice Approvals.

For more information on the different methods for entering annotations and comments for invoices going through the approval process, see Comments for Billing Invoice Approvals.

Delegate Responsibility for Approvals

As an invoice approver, you can delegate your responsibility for approving invoices to another person, for example, when you go on a vacation and will not be available to approve invoices. The delegate receives the same approval alerts that you normally receive and has the same access to approve and reject invoices. You (the delegator) continue to receive alerts (along with the delegate), so that you are aware of any approvals processed in your absence. The delegate can approve various types of records on your behalf, but only if their role security allows access to the menu items from which to approve records as well as access to specific records, such as projects and employees.

For more information, see Delegate Approval Responsibilities.

Draft Invoice Approvals Application in the Projects Hub

The Approving Billing Invoices section of the Billing help covers the steps related to invoice approving that you complete in Interactive Billing, Batch Billing, or Invoice Approvals in the Billing application. For information about using the Draft Invoice Approvals application in the Projects hub to review and approve invoices, see the Draft Invoice Approvals help.