Deltek Vantagepoint Help

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Compare the Current Draft Invoice with Previous Annotations and Comments

When you mark up a draft invoice with annotations and comments and reject it, after the revisions are applied and it is resubmitted for approval again, you can confirm that the revisions were made correctly before you approve the draft invoice.

Prerequisites: An approver must have marked up a draft invoice with annotations and/or comments and rejected the draft invoice. A biller then applied the revisions to the draft invoice and resubmitted it. When it was resubmitted, a PDF file with the approver's previous annotations and comments marked up on the draft invoice was saved. This allows you to compare the current updated draft invoice with the saved PDF file that contains the approver's annotations and comments.

To compare the current draft invoice with previous annotations and comments:

  1. In the Navigation pane, select Hubs > Projects > Draft Invoice Approvals.
  2. On the Draft Invoice Approvals form, select the appropriate project.
  3. Click the Draft Preview tab.
    The current draft invoice, with revisions applied, displays on the tab.
  4. Click on the tab's toolbar.
    The most recent PDF with the saved annotations and comments displays in the Revision dialog box.

    If there were multiple resubmittals for a draft invoice, a PDF file with annotations and comments saved for each resubmittal is included in the drop-down list in the Revisions field.

  5. If there were multiple resubmittals, use the Revisions field to select the one that you want to view.
    You can view one PDF file at a time.
  6. Use your mouse to move the Revision dialog box alongside the current draft invoice that displays on the Draft Preview tab to compare content.
    On the Revision dialog box, the annotations and comments are read-only. You cannot make changes or add new ones.
  7. Use the tools on the toolbar of the Revision dialog box to do the following:
    • Change the display of the draft invoice using the icons on the left side of the toolbar.
    • Search for content in the draft invoice, show or hide the comments panel, or print or download the draft invoice PDF using the icons on the right side of the toolbar.

      For more information about the toolbar icons, which are the same those on the Draft Preview tab, see the Draft Preview Tab of Draft Invoice Approvals help topic.

  8. If you are satisfied with the updated draft invoice, close the Revision dialog box and approve the draft invoice.
  9. If you have additional changes that you want made to the draft invoice, add the annotations and comments on the current draft invoice on the Draft Preview tab and reject the draft invoice.