AP Unapproved Invoice Review Guide
The Invoice Review grid allows reviewers to see and filter all invoices assigned to them.
- If no action has been taken on an invoice, the status will show as Unapproved.
- If one of the reviewers has approved the invoice, the status will show as In Progress.
- If any reviewer has rejected the invoice, the status will show as Rejected.
- If all sequences have approved, the status will show Approved.
Field | Description |
---|---|
(A) Next | Move to the next invoice in your approval grid. If there are no more items in your grid, this button will be grayed out and deactivated. |
(B) Edit Hold | Select a hold code for your invoice. These come from Vista’s HQ Hold Codes. |
(C) Review by Line | Choose a review method:
|
(D) History | See the reviewer history, including the reviewer for each line item, date approved, date assigned, approval status, and notes. |
(E) Comments | Add notes to the header of the invoice. |
(F) Approve / Reject | Approve or reject the entire invoice. |
(G) Approve / Reject and move to next | Select the arrow next to either Approve or Reject to either approve or reject the whole invoice and move to the next invoice in your approval grid. |
(H) Edit |
Edit the line item. Note: If a field is hidden in
Vista on the AP Line item level, it will not appear
here in the Vista Web portal.
|
(I) ! | When this exclamation point appears next to your line item, it means that item is associated with a PO or Subcontract and it is out of balance. Select Review Totals from the Edit dropdown button to see details. |
(J) Review Tools | If item is associated with a PO or Subcontract, you can see the basic details of the totals of the PO or Subcontract. |
(K) Add Note | Add a note to the line item. |
(L) Copy Line | Creates a copy of the selected line. |
(M) Add New Item | Add a new line item to this invoice. |
(N) Net Calculation | See the calculation of the Gross, Tax, Misc and Retainage on the entire invoice. |
(O) Invoice Attachment | If your invoice has multiple attachments, you can select which one you want to view. |
(P) Add Annotation | Add text or a stamp to your invoice. |
(Q) Add Attachment | Add an attachment to your invoice. |