View a Draft Invoice That Is Awaiting Approval

You can preview an invoice in iAccess before approving or rejecting it.

To view an invoice in iAccess, 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 workspace. 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 review 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. If an invoice is on file and you want to review it before giving your approval, click on the Draft Invoices to Approve toolbar.

   If no invoice is on file, is not available on the toolbar.

   If the invoice was not edited outside of Vision and then uploaded, and if the project's billing terms have the Print Backup Report or one of the Print Supporting Documents options selected, the Additional Documentation dialog box displays so you can choose whether you want to see additional related documents when you view the invoice. Select the options you want and click Continue.

   If the Additional Documentation dialog box does not display, the invoice displays immediately. If the invoice was edited outside of Vision and then uploaded, the Billing Backup report will display if the project's billing terms are set to print it. Supporting AP vouchers and expense reports do not display even if the billing terms are set to print them.

   The invoice and any additional documents display outside of iAccess in the application associated with the file type. These file types are supported: .PDF, .RTF, Microsoft Word, and Microsoft Excel.