Invoices Overview
Navigator works directly with Vision to allow you to view the invoices that are related to your projects. The Navigator Invoices tab synthesizes information from various areas of Vision to provide you with a detailed overview of the receivables, dates, amounts, and retainage information related to the project's invoices. This tab displays if you have the Invoices tab option selected on the Navigator tab of Vision Roles Security, and if you are using the Vision Accounting and Project Control modules.
Invoices allow you to bill your clients based on expenses or fees that are charged to a specific project or billing group. While using Vision, you can configure the various elements of the invoice, including how it is created and formatted, the numbering process, and the default client and address information to include. In Navigator, if you are assigned to approve or reject the project's invoices, you can preview a draft of the invoice that was created in Vision, review the associated details and fees, and add or update related comments as needed. Because invoice information is shared between Navigator and Vision, any updates that are made in one application will automatically update in the other to ensure that you have access to view the most current data.
If you are assigned to approve or reject the project's invoices, you can use the Navigator Invoices tab to complete the approval process. Invoices are submitted and accepted in Vision, but can be approved or rejected in Navigator. In addition, if alerts are configured in Vision, email or dashboard notifications are sent to the appropriate employees to notify them when there is an action in the invoice approval process that is ready for them to complete.
Security Configuration and Invoices
Before you can use the Invoices tab in Navigator, the Vision Accounting and Project Control modules must be activated and your user role must have access to the Invoices tab. In Vision Roles Security, the system administrator can complete the following invoice-related actions that will impact the invoice information that you will see in Navigator:
Refer to the Vision Security online help for more information.