Enter "In Process" Billing Comments for an Invoice
When an invoice is awaiting approval, you can open the Billing Comments dialog box at any time to enter "in process" billing comments for the invoice. (When you approve or reject an invoice, the Billing Comments dialog box displays automatically so you can enter comments specifically related to those actions.)
To enter "in process" billing comments for a submitted invoice, complete the following steps:
-
Click the indicator that invoices are awaiting approval. If any invoices are awaiting your approval, that indicator (
) displays on the
iAccess toolbar in the upper-right corner of the workspace. The number in the indicator is the number of projects with invoices that have been submitted for approval.
-
In the drop-down list, select the project for which you want to enter billing comments for an invoice.
iAccess selects the project in the Project Management workspace, displays the draft invoice date and invoice amount in Draft Invoice to Approve on the Invoices tab, and displays the Draft Invoices to Approve toolbar.
-
Click
on the Draft Invoices to Approve toolbar.
The Billing Comments dialog box displays.
- Make sure that the top row, with In Process in ACTION, is selected, and enter your comment in the COMMENT ENTRY field.
- Click Save.