Draft Invoice Approvals Form
If the Invoice Approval feature is enabled for your company and you are responsible for approving billing invoices for a project, use the Draft Invoice Approvals form to review submitted invoices, make changes to them, and approve or reject them.
If an invoice has been downloaded to Microsoft Word or another application for editing, you cannot make any changes to invoice information on this form.
- Related Topics:
- Display the Draft Invoice Approvals Form
You display the form in the Projects hub. - Header Fields of Draft Invoice Approvals
Use these fields at the top of the form to view a draft invoice. - Actions Bar for Draft Invoice Approvals
Use the Actions bar to approve or reject invoices, print invoices, and select billing session options. - Draft Preview Tab of Draft Invoice Approvals
On this tab you review, and make annotations and comments on, a PDF of a draft billing invoice if you have been assigned to approve invoices. - Annotate Toolbar on the Draft Preview Tab of Draft Invoice Approvals
Use this toolbar to mark up a draft invoice with annotations, such as underlining, highlighting, and striking through text, and with comments. - Shapes Toolbar on the Draft Preview Tab in Draft Invoice Approvals
Use the shapes, lines, and arrows on this toolbar to outline or point to items on a draft invoice. Then enter comments that will display when someone hovers over the shapes, lines, or arrows. - Insert Toolbar on the Draft Preview Tab in Draft Invoice Approvals
Use these tools to add signatures, predefined standard or custom comments, files, and callout boxes to a draft invoice. - General Tab of Draft Invoice Approvals
Use the General tab to review summary information for the project and invoice, and to review any comments related to the approval process. - Labor Tab of Draft Invoice Approvals
By default, the Labor tab lists all billable employee labor charges entered through timesheets, labor adjustments, or billing labor inserts for the selected project that are currently associated with the invoice. - Expenses Tab of Draft Invoice Approvals
By default, the Expenses tab lists all billable expenses entered through expense transactions, or billing inserts for the selected project that are currently associated with the invoice. - Units Tab of Draft Invoice Approvals
By default, the Units tab lists all unit charges entered through unit transactions or billing unit inserts for the selected project that are currently associated with the selected invoice. - Fees Tab of Draft Invoice Approvals
Use the Fees tab to update amounts and percent complete. - Invoice History Tab of Draft Invoice Approvals
Use the Invoice History tab to create credit memos, view and print invoices, pre-invoices, and credit memos, and void invoices or credit memos. - Invoice Preview Tab of Draft Invoice Approvals
If you use an approval process for billing invoices, use this tab to review a draft billing invoice and enter comments for it during the approval process.
Parent Topic: Fields and Options