General Tab of Interactive Approvals

Use the General tab to review summary information for the project and invoice, and to review any comments related to the approval process.

All amounts on this tab are for the element of the work breakdown structure that is currently displayed. If you are at the top level of the WBS, the amounts are for the project as a whole. If you go to an element at the WBS 2 level, the amounts are for that element.

The exception is if the project is the main project in a billing group. In that case, if you are at the top level of the WBS, the amounts are for the billing group as a whole. At lower WBS levels, the amounts are only for the lower level element you have selected.

If your firm uses the Multicurrency feature, all amounts on this tab are in the billing currency.

Contents

Field	Description
Invoice Status	This field displays the approval status for the invoice: Submitted by <submitter name> <submission date and time> — The invoice is submitted for approval. Approved by <approver name> <approval date and time> — The invoice is approved for final billing. Rejected by <rejecter name> <rejection date and time> — The invoice has been rejected for billing.
Edited Invoice on File	This text only appears if the invoice has been downloaded to Microsoft Word or another application for editing. To display the edited invoice file, click the Preview Invoice button. The invoice displays in the application used to edit it. If an edited invoice exists, you cannot make any changes to invoice information on the Interactive Approvals form.
Comments	Click this option to display the Billing Comments dialog box to review or enter comments for the invoice. The dialog box displays a list of approval actions carried out to date and any comments related to the invoice approval process. To enter a comment, click Insert in the grid toolbar, and enter the comment text in Comment Entry. When you actually approve or reject the invoice, the action associated with the new comment changes from In Process to Approved or Rejected. If it is not already displayed, the Billing Comments dialog box displays automatically when you click Approve or Reject so you can enter comments for those actions. Whether or not you enter a comment, you must click OK on the Billing Comments dialog box to complete the approval or rejection.
Preview Invoice	Click this button to display the draft invoice. If the billing terms are set up to generate the Billing Backup report, a dialog box displays to give you the option to include the Billing Backup report in the preview. If the invoice has been downloaded to Microsoft Word or another application for editing, DPS displays that invoice file in the appropriate application when you click Preview, rather than generating a preview version from the current invoice data.
Billing Group Main Project	This option is selected if the current project, phase, or task belongs to a billing group. The main project of the billing group displays in the field next to the check box. If you use the Multicompany feature, the company that "owns" the main project in the billing group is the company that generates the invoice for the entire billing group.
Invoice Section	These fields display the labels for the invoice sections.
Submitted Invoice	These fields display the total current amount for each section of the selected invoice for the currently selected WBS element.
Prior Billed to Date	These fields display the total amount billed to date on previous invoices for each section of the selected invoicefor the currently selected WBS element. This information displays whether or not billed-to-date information is or was actually included on the invoices. If you include billed-to-date amounts on the invoices for the project and you set up the billing terms to use phase or task rollup, the billed-to-date amounts in these fields do not match the amounts on the invoices one for one. Whether or not you use the rollup feature for invoices, these fields always display amounts for individual phases and tasks, not rolled up amounts.
Billing Address	These fields display the billing address for the project. DPS uses the billing address specified for the project (or main project, if the project is part of billing group) on the Accounting tab of the Project Info Center. The addressee lines are determined by your selection in the Invoice Addressee field of the Billing Session Options dialog box.
Currency	This field displays the billing currency code. All currency amounts on this tab are in the billing currency.
Organization	This field displays the organization for the currently selected WBS element.
Client	This field displays the client for the currently selected WBS element.
Client Contact	This field displays the client's billing contact for the currently selected WBS element.
Compensation	This field displays the total expected compensation amount for the currently selected WBS element: Direct Labor + Direct Expense.
Direct Labor	This field displays the total expected direct labor amount for the currently selected WBS element.
Direct Expense	This field displays the total expected direct expense amount for the currently selected WBS element.
Direct Consultant	This field displays the total expected direct consultant fees for the currently selected WBS element.
Reimbursable Allowance	This field displays the total reimbursable allowance for the currently selected WBS element.
Reimbursable Expense	This field displays the total expected reimbursable expense for the currently selected WBS element.
Reimbursable Consultant	This field displays the total reimbursable consultant fees for the currently selected WBS element.
Revenue	This field displays the job-to-date revenue for the currently selected WBS element.
Billed	This field displays the job-to-date amount billed for the currently selected WBS element.
Received	This field displays the job-to-date receipts total for the currently selected WBS element.
AR	This field displays the current accounts receivable balance for the currently selected WBS element.