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
> - From the > Manage menu, click Project Command Center > 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 |
|
Stage |
Required. The next stage of the invoice after the review Click |
|
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 |
and type directly in the Notes window. 