Use the toolbar next to the
Draft Invoice to Approve fields on the Invoices tab in the Project Management workspace to approve or reject a project's invoices.
Contents
This toolbar displays on the Invoices tab if you are assigned to approve or reject the project's invoices and the project has an invoice awaiting approval.
| Field | Description |
|---|
|
Click
to display the invoice that is awaiting approval.
This icon only displays if there is an invoice on file. Depending on settings in the billing terms in
Vision, the Additional Documentation dialog box may display to give you the option to also view the Billing Backup report or supporting documents along with the invoice.
|
|
Click
to open the Billing Comments dialog box and enter an "in process" comment for the invoice.
|
|
If you are assigned to approve invoices, click
to approve an invoice that is awaiting approval.
When you click this icon, the Billing Comments dialog box displays so you can enter a comment related to the approval. When you click
Approve in that dialog box, the approval occurs. If you click
Cancel or otherwise close the dialog box without clicking
Approve, the approval does not occur.
|
|
If you are assigned to reject invoices, click
to reject an invoice that is awaiting approval.
When you click this icon, the Billing Comments dialog box displays so you can enter a comment related to the rejection. When you click
Reject in that dialog box, the rejection occurs. If you click
Cancel or otherwise close the dialog box without clicking
Reject, the rejection does not occur.
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 display the invoice in
Vision Interactive Billing and make changes to that invoice and submit it for approval again.
|
