Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Field

Description

Status

In the top left you will see one of four status'. Draft, Approved, Issued or Paid. Please see the Invoice Browser for a more in depth explanation of these status'.

Current invoice approvals

Shows a summary of the approval status for finance, project manager and management. You will not be able to issue this invoice until all three are checked. A checkbox may be disabled if: 

  • You do not have permission to grant that particular approval
  • One or more adjustments are awaiting approval
  • The invoice does not require management approval

    Info

    To view a list of potential approvers press the Show Approvers button. The Permissions section discusses how approvers are defined.

    Management approval threshold calculation includes only the on-invoice adjustment (i.e. no pre-invoice adjustment) and original value of time or cost cards.

 

Invoice Information

These settings affect how the printable invoice is rendered and when the invoice hits your accounting system.

...