In Project Review, you can view supporting documents that have been attached to employee expense reports and A/P vouchers.
The supporting documents were uploaded and attached to employee expense reports in Time & Expense and to A/P vouchers in Transaction Entry. In Project Review, you can also view supporting documents that were uploaded on the Expenses tab in Interactive Billing for expenses and A/P vouchers.
To view supporting documents for an expense report or A/P voucher in Project Review, complete the following steps:
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From the Vision Navigation menu, click
.
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On the Project Review form, select a project to view in the
Search field.
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Open either the Cost tab or Billing tab, and click the blue, underlined amount in one of the following fields —
Direct Consultant,
Direct Expense,
Reimbursable Consultant,
Other Reimbursable — for the supporting documents that you want to view.
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On the drill-down dialog box that opens for the direct consultant, direct expense, reimbursable consultant, or other reimbursable amount, click the blue, underlined amount in the grid for the employee or vendor for which you want to view supporting documents.
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On the next drill-down dialog box, click the
icon with the green check mark in the
Document field in the grid for the specific expense item whose supporting document you want to view.
If no document is attached to an expense report or A/P voucher expense item, the
icon with the blue up arrow displays in the
Document field. There is no icon in this field for expenses that are not entered on an expense report or A/P voucher.
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On the Supporting Document dialog box, select the document to view, and click
View to open and view the document.