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View Comments for a Draft Billing Invoice for a Final Accepted Invoice in Reporting

On the Invoice Approval report, you can view the comments for draft billing invoice for a past final accepted invoice for a project. This can be helpful as you prepare the next draft invoice for a project.

This topic applies if you use billing invoice approvals and you have Use Markup for Draft Invoices set to Yes or No in Settings > Billing > Options. However, if you have it set to Yes, the comments you see on the Invoice Approval report per the steps below, are limited to the comments that were entered when the draft invoice was submitted, approved, or rejected. The report does not include annotations and comments that were entered directly on the PDF of the invoice on the Draft Preview tab in Hubs > Projects > Draft Invoice Approvals. You can view these annotations and comments on the Invoice History tab in Interactive Billing or Draft invoice Approvals. For more information, see View Annotations for Past Draft Invoices in Interactive Billing.

The comments for a draft invoice for a past final accepted invoice for a project are available to view on the Invoice Approval report after you final accept an invoice using Accept under the Accept action in Interactive Billing or you complete a final type run in Batch Billing.

You cannot change existing comments or add new ones on past draft invoices.

To view comments for a draft billing invoice for a final approved invoice in Reporting:

  1. In the Navigation pane, select My Stuff > Reporting.
  2. On the Reports tab, select the Invoice Approval report, which is a Billing type report.
  3. Select different filter and column options to produce a report that shows approval comment history by project.
  4. Select the projects with comments that you want to review, and then define a date range if you want to see only the most recent comments.