Procedures
Use these procedures for viewing draft invoices, adding billing comments, and approving or rejecting invoices.
- View a Draft Invoice that is Pending Approval
You can preview an invoice before approving or rejecting it. - Add Billing Comments to an Invoice
Use the Billing Comments dialog box to record comments for In Process comments. When you enter or update invoice comments in either Vision or Navigator, the other application's comments will automatically update as well. Sharing the comments between the two applications ensures that you have all of the information related to the invoice in one location. - Approve an Invoice
When Invoice Approvals are configured for use on a project, all of the project's invoices must be approved before they are changed to finalized. The biller submits all invoices from within Vision; however, you can use Navigator or Vision to approve (or reject) the invoice. - Reject an Invoice
When Invoice Approvals are configured for use in Vision, all invoices must be approved before they are accepted and posted for your clients. You submit all invoices from within Vision; however, you can use Navigator or Vision to approve or reject the invoice as needed. Typically, invoices are rejected when they include incorrect information.
Parent Topic: Invoice Approvals Overview