Comments for Billing Invoice Approvals

You can add comments for each step of the approval process for billing invoices.

As you submit, approve, or reject an invoice that goes through an approval process, you can add comments for each action as needed. You can also view and edit the comments. The comments can be viewed by all the employees who are involved with the approval process.

When you click the Submit, Approve, or Reject actions in the Billing application in Interactive Billing, Batch Billing, or Invoice Approvals, or in Draft Invoice Approvals in the Projects hub, a comments dialog box opens so you can enter a comment for the action if needed. On the dialog box, you also see any other previous actions completed for the invoice and any comments for those actions. You can edit the comments for the previous actions as needed.

Additionally, you can open the comments dialog box to view or edit comments when you aren't submitting, approving, or rejecting invoices by doing the following:

• In Interactive Billing or Draft Invoice Approvals, click the More link in the Draft Invoice Comments field on the General tab on the Draft Invoice Approvals form.
• In Invoice Approvals, select an invoice in the grid on the Invoice Approvals form, and click Comments on the grid actions bar.