Review Totals in AP Unapproved Invoices

If a line item on an invoice is associated with a PO or Subcontract, you can see the basic details of the totals of the PO or Subcontract, and the total of all other posted invoices for the same PO or Subcontract.

  1. Select Approval > Invoice Review.
  2. Select an invoice that is associated with a PO or Subcontract.
  3. Select the down arrow next to the Edit / View button, and then select Review Totals.
    The Review Totals option is available only for invoices associated with a PO or Subcontract.
  4. In the Review Line Item window, you can review basic details as shown on the Other Info tab in Vista's AP Unapproved Invoice Entry, with the following exceptions:
    • In the Review Line Item window, Remaining units and amounts account for other unapproved invoices (Other Invoices row). In other words: [Remaining units and amount in the portal = Remaining units and amount in Vista - Other Invoice amounts].
    • In Vista, Remaining units and amount do not account for other unapproved invoices, and, therefore, may not match what you see in the Review Line Item window.