How to... After filling in the invoice information, you can proceed with the approval process. Related Topics: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. Approve or Reject Invoices on the Draft Invoice Approvals Form You can review submitted billing invoices, add comments and annotations, and approve or reject them on the Draft Invoice Approvals form. Compare the Current Draft Invoice with Previous Annotations and Comments When you mark up a draft invoice with annotations and comments and reject it, after the revisions are applied and it is resubmitted for approval again, you can confirm that the revisions were made correctly before you approve the draft invoice. View Annotations for Draft Billing Invoices for a Final Accepted Invoice in Draft Invoice Approvals Viewing all the annotations and comments added to a draft invoice before it was final accepted can be helpful as you prepare and submit the next draft invoice for a project. Transfer Transaction Detail Between Projects for Draft Invoice Approvals You can transfer labor, expense, or unit transaction detail between projects. If alerts are configured for Timesheet labor, Vantagepoint sends an alert indicating the labor transfer has taken place. Email Invoices to Project Stakeholders in Draft Invoice Approvals From Draft Invoice Approvals, you can send an invoice or credit memo to project stakeholders as a PDF attachment for an email message. Parent Topic: Draft Invoice Approvals HomeDeltek Vantagepoint HelpHubsProjects HubDraft Invoice ApprovalsHow to...
How to... After filling in the invoice information, you can proceed with the approval process. Related Topics: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. Approve or Reject Invoices on the Draft Invoice Approvals Form You can review submitted billing invoices, add comments and annotations, and approve or reject them on the Draft Invoice Approvals form. Compare the Current Draft Invoice with Previous Annotations and Comments When you mark up a draft invoice with annotations and comments and reject it, after the revisions are applied and it is resubmitted for approval again, you can confirm that the revisions were made correctly before you approve the draft invoice. View Annotations for Draft Billing Invoices for a Final Accepted Invoice in Draft Invoice Approvals Viewing all the annotations and comments added to a draft invoice before it was final accepted can be helpful as you prepare and submit the next draft invoice for a project. Transfer Transaction Detail Between Projects for Draft Invoice Approvals You can transfer labor, expense, or unit transaction detail between projects. If alerts are configured for Timesheet labor, Vantagepoint sends an alert indicating the labor transfer has taken place. Email Invoices to Project Stakeholders in Draft Invoice Approvals From Draft Invoice Approvals, you can send an invoice or credit memo to project stakeholders as a PDF attachment for an email message. Parent Topic: Draft Invoice Approvals HomeDeltek Vantagepoint HelpHubsProjects HubDraft Invoice ApprovalsHow to...