Billing Review History window

unavailable in ajeraCore

Use this window to enter notes and other information about a previewed invoice, and to select a billing review stage for the invoice.

This window provides a chronological record of the billing review stages for an invoice. You can change the due date, attachments, contact, notes, or billing review stage of any row except the auto-generated Pre-review and Final rows. Your name and the date will appear in the modification columns. You can delete a row only if you are the author or the administrator.

To open this window, do one of the following:

From the Manage menu, click Client Invoices > Preview button > Show Review History button.
From the Setup menu, click Projects > Invoices tab > Preview Invoice link > Show Review History button.

Field	Description
Show stage	The billing review stages to appear in the table Examples: All Stages, Pre-review, Final, and any other active billing review stage
Billing review details (in the table):
Notes	Any notes related to a review of the invoice Type directly in the field, or click and type directly in the Notes window.
Stage	Required. The next stage of the invoice after the review Click and select a stage.
Added	View only - The date and time of the review
Author	View only - The name of the reviewer of the stage
Optional columns:
Contact	The name of the contact associated with the review
Due Date	The date when the review should be completed
Attachments	Any attachments related to the review
Modified	The date when the last change to the review was made
Modified By	The name of the person who made the last change to the review