Billing Comments Dialog Box

The Billing Comments dialog box displays automatically when you approve or reject an invoice. You can also open it yourself at any other time to enter an "in process" comment.

Comments you enter in this dialog box in iAccess can also be displayed in Vision Billing, and billing comments you enter in Vision Billing also display in this iAccess dialog box.

Location

To display the Billing Comments dialog box, complete the following steps:

1. 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 application. The number in the indicator is the number of projects with invoices that have been submitted for approval.
2. In the drop-down list, select the project for which you want to enter billing comments, approve an invoice, or reject 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.

3. Do one of the following:
   • To approve the invoice and enter a billing comment related to the approval, click on the Draft Invoice to Approve toolbar.
   • To reject the invoice and enter a billing comment related to the rejection, click on the Draft Invoice to Approve toolbar.
   • To enter an "in process" billing comment for the invoice, click on the Draft Invoice to Approve toolbar.

Contents

Field	Description
ACTION	This column displays the approval actions for which billing comments have been entered. Possible values for this field are Submitted, In Process, Approved, and Rejected. Vision assigns the Submitted value for a comment entered at the time the invoice is submitted for approval. Vision or iAccess assigns the other values when you display the dialog box to enter an "in process" comment or when you enter a comment at the time you approve or reject an invoice for billing.
DATE	This column displays the date and time that the action occurred.
NAME	This column displays the name of the person who carried out the action.
COMMENT	If a comment was entered for the action, this column displays all or part of that comment. To view the full text of a long comment, either select the row and read the comment in the COMMENT ENTRY field, or select the row and click in the COMMENT field to display the comment in the Comment dialog box.
COMMENT ENTRY	When you display the dialog box to enter a new comment, enter the text of the comment in this field.
Save and Cancel	These buttons display when you click on the Draft Invoice to Approve toolbar to open the dialog box. Click Save to save the "in process" comment. Click Cancel to discard any unsaved entries.
Approve and Cancel	These buttons display when you click on the Draft Invoice to Approve toolbar and iAccess opens the dialog box automatically so you can enter a comment related to the approval. Click Approve to save your comment and approve the invoice. Click Cancel to discard any unsaved entries and cancel the approval action.
Reject and Cancel	These buttons display when you click on the Draft Invoice to Approve toolbar and iAccess opens the dialog box automatically so you can enter a comment related to the rejection. Click Reject to save your comment and reject the invoice. Click Cancel to discard any unsaved entries and cancel the rejection action.