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 2026.3.5 release by enabling the Settings: Draft Invoice Approval Workflow feature in Settings > General > Opt-In Features. 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 Opt-In Features Overview.

Key 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 2842822: When you drilled down on Reimbursable Expenses/Consultants in Project Review, all transaction lines for non-vendor transactions were displayed.

Defect 2835404: When invoice approvers saved or modified fees on draft invoice approvals without having the Interactive Billing access role, a "You do not have access" error displayed.

Defect 2835409: When you posted a transaction with the Use Files to Group Transactions setting disabled, the implicit side of the transaction used the Period End Date instead of the Transaction Date.