Approve or Reject Invoices on the Interactive Approvals Form

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

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

To approve or reject an invoice on the Interactive Approvals form:

1. From the Navigation menu, click Billing > Interactive Approvals.
2. On the Interactive Approvals form, select the project. The search results for the project lookup include only the projects you have rights to approve.
3. To review comments entered when the invoice was submitted, click Comments on the General tab to open the Billing Comments dialog box.
4. To display the draft invoice, click Preview.
5. Review the invoice information on the General tab and on the tabs that display transaction detail, and make any necessary changes.
6. To change the fee percent complete for the invoice or edit the billing terms description, click Update Fees on the toolbar. If the invoice has been downloaded to Microsoft Word or another application for editing, you cannot change any invoice information on the Interactive Approvals form or the Invoice Approvals form.
7. To enter comments as you review the invoice detail or preview the invoice, click Comments on the General tab to open the Billing Comments dialog box. Until you approve or reject the invoice, the action associated with the comment is In Process.
8. On the toolbar, 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, DPS 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 any 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.