Invoice Approval

The Invoice Approval report provides an audit trail of comments and the current approval status of Billing invoices that go through an invoice approval process.

This report is available only if you use the Billing Invoice Approvals feature.

By selecting different filter and column options for this report, you can generate a variety of different reports, such as the following:

• Approval Comment History by Project — You can create a report that contains all invoice approval comments from the invoice approval process. Use this as an audit trail of changes that were requested through the billing comments for projects.
• Submitted Invoices — You can create a report that contains a list of submitted invoices, who submitted them, and when they were submitted. Submitted invoices are ready to be approved.
• Submitted Invoices by Project Manager — You can create a report that contains a list of submitted invoices by project manager or see the status of all invoices for a project manager. A biller might use this report to keep track of the status of invoices in the approval process.
• Approved Invoices — You can create a report that contains a list of approved invoices and their invoice comments. These invoices are ready to be accepted.
• Rejected Invoices — You can create a report that contains a list of rejected invoices with invoice comments. This can help you determine the next additional action required before you can approve the invoice.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.