Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Unsubmit Invoices in Batch Billing

If you use an approval process for invoices, after you submit invoices for approval, you can unsubmit invoices and start the approval process over again.

You can unsubmit invoices that have a Submitted or Rejected status. When you unsubmit invoices, any comments entered for an invoice during the approval process are deleted.

If you just need to make changes to the invoice detail and start the approval process again, you do not need to unsubmit. Instead, make the changes and then submit the invoice again. This is the common method used when an invoice is rejected with comments that outline what needs to be changed to be approved.

To unsubmit an invoice:

  1. From the Navigation pane, select Billing > Batch Billing.
  2. In the Billing Session Options dialog box, select the options for the session and click OK.
  3. With the Invoice Creation tab open, click Other Actions > Unsubmit Invoices on the actions bar.
  4. On the Unsubmit Invoice dialog box, click in the Select Specific Projects field, and then click Search at the bottom of the drop down box to open the New Search dialog box.
  5. On the New Search dialog box, complete any of the following actions:
    • To select all projects in the list, click Apply All. You are returned to the Unsubmit Invoice dialog box, and you see Records Selected in the Select Specific Projects field.

      The projects that display in the list are the projects that:

      • Are in the active company.
      • Your security role can access.
      • Have submitted invoices.
    • To select only certain projects, select the check box at the beginning of the row for each project, and then click Apply Selected. You are returned to the Unsubmit Invoice dialog box, and you see Records Selected in the Select Specific Projects field.
    • To add search criteria to filter the list of projects on the New Search dialog box, so you can view and select a subset of projects, click More Search Options on the dialog box. Enter search criteria in the shaded grid area added to the top of the dialog box. You can also turn on Advanced Settings at the top of the dialog box for more search options.

    For more information about the New Search dialog box, see New Search Dialog Box and Advanced Search Settings in the Search section of the help.

  6. On the Unsubmit Invoice dialog box, click the check boxes in the Approval Status section to further refine the search criteria for the projects selected in the Select Specific Projects field.
    • Submitted: Select this check box to unsubmit only submitted projects.
    • Rejected: Select this check box to unsubmit only rejected projects. Note that if there are comments associated with the rejected projects, these comments are removed from the project's history when they are unsubmitted.
  7. Click Run to run the unsubmit process for the invoices that are associated with the selected projects.