In Project Review, you can view supporting documents that have been attached to employee expense reports, AP vouchers, and AP disbursements.
The supporting documents were uploaded and attached to employee expense reports in Time & Expense and to AP vouchers and AP disbursements in Transaction Entry. In Project Review, you can also view supporting documents that were uploaded on the Expenses tab in Interactive Billing for expenses and AP vouchers and AP disbursements.
To view supporting documents for an expense report or AP voucher or AP disbursements in Project Review, complete the following steps:
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From the Vision Navigation menu, click
.
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In the
Search field on the Project Review form, select a project to view.
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Click the Cost tab or the Billing tab, and then click the blue, underlined amount in one of the following fields —
Direct Consultant,
Direct Expense,
Reimbursable Consultant,
Other Reimbursable — for the supporting documents that you want to view.
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On the drill-down dialog box that opens for the direct consultant, direct expense, reimbursable consultant, or other reimbursable amount, click the blue, underlined amount in the grid for the employee or vendor for which you want to view supporting documents.
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On the next drill-down dialog box, click the
icon with the green check mark in the
Document field in the grid for the specific expense item whose supporting document you want to view.
If no document is attached to an expense report, or AP voucher or AP disbursement item, the
icon with the blue up arrow displays in the
Document field. There is no icon in this field for expenses that are not entered on an expense report or AP voucher.
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On the Supporting Document dialog box, select the document to view, and then click
View to open and view the document.