Approve or Reject Invoices on the Invoice Approvals Form

You can review invoices and approve or reject them on the Invoice Approvals form.

If necessary, you can also approve invoices on the Interactive Billing form.

To approve or reject an invoice on the Invoice Approvals form, complete the following steps:

1. From the Vision Navigation menu, click Billing > Invoice Approvals.
2. To restrict the list of invoices displayed in the grid, specify the criteria under Invoice Selection Filter on the Invoice Approvals form and click Refresh Invoices.
3. Review the information provided in the grid for the first invoice.
4. To display the draft invoice, click Preview.
5. To display more detailed information, click View Details on the grid toolbar to display the Interactive Approvals form. Click Invoice Approvals on the toolbar of the Interactive Approvals form to return to the Invoice Approvals form.

   Click Invoice Approvals on the toolbar of the Interactive Approvals form to return to the Invoice Approvals form.

   Click Invoice Approvals on the toolbar of the Interactive Approvals form to return to the Invoice Approvals form.

6. To enter comments as you preview the invoice, click Comments on the grid toolbar and enter comments on the Billing Comments dialog box. Until you approve or reject the invoice, the action associated with the comment is In Process.
7. To change the fee percent complete for the invoice or edit the billing terms description, click Update Fees on the grid toolbar of the Invoice Approvals form. To change any other information for the invoice, click View Details on the grid toolbar to display the invoice information on the Interactive Approvals form.

   If the invoice has been downloaded to Microsoft Word or another application for editing and uploaded to Billing, you cannot change any invoice information on the Invoice Approvals form or the Interactive Approvals form.

8. On the toolbar of the Interactive Approvals form, click Approve to approve the invoice for billing or click Reject if you want to alert the person responsible for billing to circumstances that prevent the invoice from being approved for billing. If the option you want is not available, you do not have the necessary approval rights for the selected project.

   When you approve or reject an invoice, Vision sends an alert to the person responsible for the next step in the process so they can either initiate the final billing process for an approved invoice or resolve the issues that caused you to reject the invoice.

9. Optional. Enter comments related to the approval or rejection on the Billing Comments dialog box.
10. On the Billing Comments dialog box, click OK to approve or reject the invoice or click Cancel to cancel the process.
11. Repeat steps 3 through 11 for each invoice.