Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Approve or Reject Invoices on the Draft Invoice Approvals Form

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

This topic applies if you use an invoice approval process for a project's invoices. This topic covers one way to approve and reject billing invoices. You can also approve and reject billing invoices in Invoice Approvals in the Billing application. You can also approve invoices in Interactive Billing in the Billing application.

An exclamation mark displays next to the Draft Invoice Approvals option on the Projects menu in the Navigation pane if a draft invoice that you are responsible for approving or rejecting for billing has been submitted for approval for the currently selected project .

To approve and/or reject a submitted invoice, you must be an assigned approver and/or rejecter in the approval workflow assigned to a project.

To approve or reject an invoice on the Draft Invoice Approvals form:

  1. In the Navigation pane, select Hubs > Projects > Draft Invoice Approvals.
  2. On the Draft Invoice Approvals search, select My Draft Invoices or select the project.
    The search results for the project lookup include only the projects you have rights to approve.
  3. To display the draft invoice, click the Invoice Preview tab.
  4. To review comments entered when the invoice was submitted, click More... on the General tab under Draft Invoice Comments to open the Comment dialog box.
  5. Review the invoice information on the General tab and on the tabs that display transaction detail, and make any necessary changes.
  6. To enter comments as you review the invoice detail, click More... on the General tab under Draft Invoice Comments.
    Until you approve or reject the invoice, the action associated with the comment is In Process.
  7. On the Draft Invoice Approvals actions bar, 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, Vantagepoint 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.
  8. On the Comment dialog box, enter any comments related to the approval or rejection.
  9. On the Comment dialog box, click Save to approve or reject the invoice or click Cancel to cancel the process.