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A vendor invoice is used to track expenses submitted by one of your vendors. The invoice might be for goods purchased on behalf of a client such as computer hardware or for services rendered such as subcontracted work. You'll enter the vendor's invoice into Projector so that you can:

  1. Track profitability and margin
  2. Pay the vendor
  3. Optionally pass the vendor's invoice onto a client 

All vendor invoices need to be associated with a project. This allows you to accurately measure project profitability and margin. If you have general overhead expenses like building space, electricity, etc then you may want to consider entering those against a G&A project in Projector. You'll need to weigh the utility of tracking these overhead expenses in Projector though. Most organizations choose to track these through their accounting system and not through Projector.

This page explains the basics of vendor invoices, which is a type of expense document. Please see these additional help topics if you don't know what an expense document is.

One last thing you should be aware of are subcontractor invoices. There is some overlap between vendor invoices and subcontractor invoices, so please choose the type most appropriate to your vendors. Both document types are appropriate for reimbursing subcontracted labor, but subcontractor invoices are the better choice when the subcontractor enters their time in Projector. Please see the linked help page for reasons why.

Permissions and Settings

There are quite a few permissions that affect vendor invoices. As a vendor invoice is a type of expense document, you should review that help page so that you understand what higher level permissions inherit down to here.

To create or edit vendor invoices you must have the cost center permission Maintain Vendor Invoices.

You find and edit vendor invoices from the Topics | Expense Documents menu item.

Vendor invoices can optionally be associated with a resource. This is useful for assigning profitability to a resource who is responsible for the expense. For example, Tim sells services to a client that are marked up from $5k to $10k. You want Tim's profitability to reflect this.

When you create a vendor invoice, a disbursing cost center is assigned to the expense document. This cost center cannot be changed in order to keep approval permissions and accounting transactions consistent throughout the lifecycle of the vendor invoice. The cost center is determined by the vendor you assigned on creation of the invoice. You can change this value through the Vendor Editor.

Vendor invoices follow the standard expense approval process that all cost cards use. To learn more about how to approve expenses, please see the help page Expense Approval. A short description of the approval process is listed below.

  • Workflow approval - initial approval to allow the card into the system. You cannot approve your own expenses ever. 
  • Reimbursement approval - the resource or company credit card will be reimbursed for their outlay
  • Invoicing approval - the expense may now be pulled onto an invoice and issued to a client 

Many settings that affect the workflow of vendor invoices are available on the System Settings Editor Cost Tab.

  • Receipts may be optionally attached to entire vendor invoices or to individual expenses
  • Optionally require Locations
  • Optionally enter expenses outside of project dates (useful if your sales people incur expenses prior to project work starting)

Vendor invoices may no longer have expenses added once all the expenses are marked Approved to Pay. You can optionally tighten this restriction to vendor invoices where all cards are marked Approved with the system setting Lock expense documents when fully approved.

If you are the same person who creates and approves vendor invoices you might want to change a system setting so that all approvals are done with a single click. You can do this from the System Settings Editor Cost Tab by ticking the checkbox for the setting called Automatically approve vendor invoices.

Manage Vendor Invoices

Common actions around vendor invoices


The expense document flex search has the ability to search by Expense Document Type


Go to and click + Vendor Invoice. Or go to Topics | Expense Documents.


Find a vendor invoice. Then click on the document number.


Find a vendor invoice. Tick the checkbox for it. Click Delete.

Vendor Invoice Editor

Once you start modifying a vendor invoice, you can perform the following actions.

Add Cost Cards

Click the  icon and fill out the cost card details.

Remove Cost Cards

Tick off the cost cards you want to remove. Then click the  icon.

Edit Cost Card

Click the  icon and make your edits.

Edit Details

Click the  icon in the details section.

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