Create a Generated Time & Material Invoice and Route It for Approval

Create a time and material invoice to bill a customer based on project billing and select internal users who should approve and review the invoice.

Reviewers should use the steps outlined in the Review and Approve a Vendor Invoice topic to approve an invoice. The invoice is approved when all document routing distributions are set to a status type that sets the distribution to a status of inactive. Once the invoice has been approved by the reviewers, you can post the invoice.
Tip: You can also create a generated time and material invoice without routing it for approval. See Creating a Generated Time & Material Invoice for details.
  1. Optional: If you haven't already done so, set up your document management defaults.
    Note: You can only use document routing if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.
  2. Optional: If you haven't already done so, set up your document routing distribution groups.
  3. On the Enter Generated Time & Material Invoice screen, enter the details of the time and material invoice and assign it to a posting group.
  4. On the Enter Contract Invoice screen, select the users and/or the document routing distribution group that will review the time and material invoice.
  5. Create the PDF file for the invoice, and save the invoice as a draft.
  6. Optional: If needed, contact the reviewers to advise them to review the time & material invoice.
  7. On the View Time and Material Invoice Login screen, periodically view the status of the document routing for the time and material invoice to monitor the review process.
  8. Optional: Modify the details of the time and material invoice if needed.
  9. Optional: Once the invoice is approved, review the time and material invoices in the posting group.
  10. Create the PDF file for the invoice; view, print, or email the invoice; and save the invoice as ready to post.
  11. Post the time & material invoices in the posting group.
Note: Once you post a time and material invoice, you can no longer modify it. If you need to make any changes after posting, use the Void Time & Material Invoice screen to void the time & material invoice and then enter a new generated time & material invoice.
After you create a generated time and material invoice, you may want to: