Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Review a Draft Billing Invoice in Draft Invoice Approvals

You can review a draft billing invoice and add comments and annotations before approving or rejecting it.

To review a draft invoice in Draft Invoice Approvals, you must be designated as an invoice approver in the approval workflow that is assigned to the project being billed on the invoice.

To review a draft invoice and add comments and annotations to it:

  1. In the Navigation pane, select Hubs > Projects > Draft Invoice Approvals.
    An exclamation mark in a white circle displays next to Draft Invoice Approvals in the Navigation pane if a draft invoice that you are responsible for approving has been submitted for approval for the project that displays by default on the Draft Invoice Approvals form. The project that displays by default is the project that you had open the last time that you closed the Projects hub.
  2. On the Draft Invoice Approvals form, use the project search fields, including the My Draft Invoices option in the search filter field, to find and select a project with a draft invoice that you want to review.
    The search results include only the projects that you have rights to approve.
  3. To review comments that were entered when the invoice was submitted: On the General tab, click More under Draft Invoice Comments to open the Draft Invoice Comments dialog box.
  4. Review the invoice information on the General tab and on the tabs that display transaction detail, and make any necessary changes if your role has security rights to do so.
  5. To display the draft invoice, click the Invoice Preview tab or the Draft Preview tab.
    The Invoice Preview tab displays if you have Use Markup on Draft Invoices set to No in Settings > Billing > Options.If this option is set to Yes, the Draft Preview tab displays instead.
  6. To enter comments as you review the invoice detail, complete the following:
    • If you have the Use Markup on Draft Invoices feature turned on: Open the Draft Preview tab, and use the Annotate, Shapes, and Insert markup tools to make annotations and comments directly on the draft invoice that displays on the tab. For more information, see Draft Preview Tab in Draft Invoice Approvals.
    • Whether or not you use markup on draft invoices: On the General tab under Draft Invoice Comments, click More and then enter comments on the Draft Invoice Comments dialog box. Until you approve or reject the invoice, the action that is associated with the comments that you enter on this dialog box is In Process.
    For more information, see Comments for Billing Invoice Approvals.