View a Draft Invoice that is Pending Approval

You can preview an invoice before approving or rejecting it.

To view an invoice, complete the following steps:

1. In Navigator, click and select Project Management.
2. Click the Invoice Pending Approval alert button and select the name of the project that contains the invoice that you want to view. The project opens on the Invoices tab, the Draft Invoice Pending Approval toolbar displays, and a list of invoices displays in the grid.
3. Select Display Invoice on the Draft Invoice Pending Approval toolbar. One of the following occurs:
   • The Additional Documentation dialog box displays to allow you to choose whether you want to see additional details when you view the invoice. The dialog box only displays when the invoice was not edited outside of Vision and then uploaded, and when the project's billing terms has the Print Backup Report and/or one of the Print Supporting Documents options selected. Once you select the desired options and click Continue, the invoice opens with any selected additional details. See the Additional Documents dialog box online help topic for more information.
   • The invoice opens independently of Navigator in your browser. If the invoice was edited outside of Vision and then uploaded, the Backup Report will display if the project's Billing Terms is set to print it. The A/P Voucher or Expense Report supporting documentation does not display even if Billing Terms is set to print them.
   When the invoice opens, it will display in one of the following accepted file types: PDF, RTF, Microsoft Word, and Microsoft Excel. Click the file to preview it in your browser.