How to...

Use these procedures to view, comment on, and approve or reject invoices.

Related topics:

  • View, Add, Edit, or Delete an Accounts Receivable Comment
    Use the Accounts Receivable Comments dialog box to view, add, edit, or delete AR comments for the client, invoice, client's projects, project's invoices, or credit memos related to the invoice. This dialog box displays all comments that have been entered for the client, including those that were entered in Vision.
  • View a Draft Invoice That Is Awaiting Approval
    You can preview an invoice in iAccess before approving or rejecting it.
  • 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.)
  • Approve an Invoice
    When a project is configured to use invoice approvals, all of the project's invoices must be approved before they are accepted and posted. The biller submits all invoices in Vision, but you can approve (or reject) an invoice in either iAccess or Vision.
  • Reject an Invoice
    When a project is configured to use invoice approvals, all of the project's invoices must be approved before they are accepted and posted. The biller submits all invoices in Vision, but you can approve or reject an invoice in either iAccess or Vision.
Parent Topic: Project Management Invoices Tab