Deltek Vantagepoint Help

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Reject an Invoice

When a project is configured to use invoice approvals, all of the invoices for the project must be approved before they are accepted and posted.

An exclamation mark displays next to the Invoices option on the Projects menu in the Navigation pane if a draft invoice that you are responsible for approving or rejecting for billing has been submitted for approval for the currently selected project.

When you reject an invoice in Vantagepoint, the invoice status immediately changes to Rejected. If the invoice's project is the main project for a billing group, all projects within the billing group are rejected as well. If an invoice is rejected, anyone who has required security access can make changes to that invoice and submit it for approval again.

When you reject an invoice, you can also enter comments to summarize the reasons for the rejection and explain what needs to be changed so the invoice can be approved.

To reject an invoice:

  1. In the Navigation pane, select Hubs > Projects > Invoices.
  2. At the top of the Invoices form, enter either a complete or partial name or number in the Find project lookup field to find and select the project for which you want to reject an invoice.
    The draft invoice precedes the Invoices grid, in its own row labeled Draft, followed by the invoice date and the invoice amount contained in the draft.
  3. Click or hover over the draft invoice, click to the right of the row, and select Reject Invoice.

    Vantagepoint displays the Billing Comments dialog box.

    • If there is an existing billing comment with In Process in the Action column, the status in that column is changed to Rejected.
    • If there is no existing comment with In Process in the Action column, a new comment row with a status of Rejected in Action is added to the grid.
  4. Select the Rejected comment row on the grid and enter your comment in Comment Entry.
  5. Click the Reject button to reject the invoice for billing.

    When you reject the invoice,Vantagepoint updates the invoice status to Rejected. If Vantagepoint is configured to support invoice approval alerts, Vantagepoint sends an alert to the person responsible for the next step in the process so they can make necessary updates before resubmitting the invoice.