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Approve or Reject Billing Invoices in Invoice Approvals

Review submitted billing invoices and approve or reject them in the Invoice Approvals application.

This topic applies if you use an invoice approval process for a project's billing invoices. This topic covers one way to approve and reject billing invoices. You can also approve and reject billing invoices in Draft Invoice Approvals in the Projects hub. You can also approve invoices in Interactive Billing in the Billing application.

To approve and/or reject a submitted invoice, you must be an assigned approver and/or rejecter in the approval workflow assigned to a project.

To approve or reject an invoice in Invoice Approvals:

  1. In the Navigation pane, select Billing > Invoice Approvals.
  2. On the Invoice Approvals form, use on the Invoices grid toolbar as needed to filter the list of invoices displayed in the grid.
    For more information, see Working with Grids.
  3. Review the information in the Invoices grid row for an invoice.
  4. To display or print the draft invoice, click the invoice row in the grid and then click Print Invoice on the grid actions bar.
  5. To enter or view comments for the invoice, click the invoice row in the grid and then click Comment on the grid actions bar to open the Comments dialog box, on which you can do the following:
    • Enter comments in the In Process row on the dialog box as you preview the invoice.
    • View the existing comments for the invoice.
  6. To approve or reject an invoice, click the box for the invoice in the Invoices grid of the Invoice Approvals form, and then click Approve or Reject on the grid's actions bar.
  7. On the Comment dialog box, enter comments for the approval or rejection as needed, and click Save.
  8. Repeat steps 3 through 7 for each invoice.
When you approve or reject an invoice, if the approval workflow that is assigned to a project is configured to send alerts after these actions, the alerts are sent at this time. This notification is sent to the appropriate people to let them know that the next step is ready to perform. Rejected invoices may need to be corrected. Approved invoices are ready to be final accepted.