Updated Menu Behavior (Opt-In Available)

The updated Vantagepoint user experience makes it easier to find and open applications. You now have more control over the Navigation menu and can return to previous searches more quickly.

The update includes the following enhancements:

• Expand or collapse the Navigation menu to show or hide menu options as needed.

• Pin the Navigation menu to keep it visible while you work. Vantagepoint remembers your preference across sessions.

• Access submenu options directly from menu icons when the Navigation menu is collapsed. For example, selecting Utilities displays related applications such as Integrations, History Loading, and Process Servers.

• Resume your previous search when looking for applications. Vantagepoint remembers your most recent search and displays matching menu options until you clear the search text.

For more information, see New Vantagepoint User Experience.

You can choose to opt in to the new Vantagepoint user experience starting with the 2026.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users in a future release. For more information, see Opt-In Features Overview.

Draft Invoice Approval Workflow (Opt-In Available)

 

Vantagepoint now extends the Approval Workflow Engine to Draft Invoice Approvals, providing greater control, consistency, and visibility when reviewing invoices before posting. Now, you can process multi-step, tiered, and conditional approvals to better align invoice review processes with project complexity and support more predictable billing cycles. 

 

Your Administrator will opt in to the Draft Invoice Approval Workflows for the 2026.3 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users as part of a future release. For more information, see the Opt-in Feature Overview help topic in Settings >> General >> Opt-In Features.

 

Key Draft Invoice Approval Workflows Enhancements

Together with the Draft Invoice Approval Workflow opt-in framework, these enhancements streamline invoice review, reduce manual effort, and improve approval tracking across billing workflows.

 

Opt-In Enhancement Replacing Legacy Approval Logic

This opt-in enhancement replaces the legacy draft approval logic with a configurable workflow framework that provides greater control, consistency, and visibility during invoice review.

 

Integrated Billing, Project, and Reporting Experience

Draft Invoice Approval Workflows are fully integrated across Batch Billing, Interactive Billing, Draft Invoice Approvals, Dashboards, as well as Billing Settings and Security Settings. Together, these applications support monitoring and insight for approval timelines and updated dashboards. In addition, you can also utilize List View to review approval assignments in Draft Invoice Approvals.

 

Centralized Workflow Selection in Billing Terms

When enabled, you can select the appropriate Draft Invoice Approval Workflow from Billing Settings default and also in Billing Terms, ensuring invoices follow the selected workflow configuration across billing processes.

 

Streamlined Approval Processing

The flexibility to set-up approval steps with optional conditions ensures that invoices move forward with the right approvals before posting, which can reduce delays and rework.

 

Clear Approval Status at Every Step

Updated draft invoice statuses and substatuses provide clear visibility into approval progress and appear consistently across billing workflows.

 

Predefined Draft Invoice Approval Workflows

Vantagepoint introduces predefined Draft Invoice Approval Workflows that provide ready-to-use approval models. Use these workflows as a starting point to standardize common approval scenarios and reduce setup time when enabling draft invoice approvals.

 

More Visibility Multi-Select Approval Actions in List View

As an approver, you can execute multiple draft invoices at the same time. Use the Draft Invoice Approvals list view to select one or more invoices and approve or reject them in a single step to improve efficiency during high-volume billing periods.

 

Expanded Security and Visibility Controls

New security options improve draft invoice visibility. You can restrict what approvers can view to only those invoices assigned to them, or provide broader visibility based on their role and project access while also supporting confidentiality requirements and operational oversight.

 

Approval Timeline Metrics for Improved Monitoring

Approval timelines now track how long draft invoices take to move from submission to final approval. These metrics provide greater insight into approval performance and potential bottlenecks.

Defect 2710250: When rejected draft invoices were included in the final resubmit batch run and a project contained more than one write-off amount in the batch, the process failed and you received this error: "The given key was not present in the dictionary."

Defect 2710252: When you unsubmitted a draft invoice that had a Rejected status in Batch Billing, it was not removed from Billing > Invoice Approvals and remained in a Rejected state.

Defect 2702070: When you clicked the Invoice Status column header to sort the Invoices grid, a SQL error occurred stating that the multi-part identifier _orderBy.Description could not be bound.

Defect 2714761: In multiple currency databases, when an AP voucher was associated with a processed vendor payment, the Amount field on the Voucher Details dialog box displayed a doubled voucher amount.

Defect 2698135:  When you loaded a project plan or computed dependency boundary dates for large-scale plans, overall performance was affected.

Defect 2722866: When you saved a copied expense report before entering details for the expense line items, tax amounts for the expense line items were lost.

Defect 2722870: When you resubmitted an expense report after updating the value in the line Amount field, the value in the Total Tax Amount field reverted to its original value instead of reflecting the updated line amount.

Defect 2710426: When the Approval Workflow opt-in feature was enabled, the approval step conditions displayed the Purchase Order column as APApprovalMaster.POExists.