To use AP Invoice Review in Vista Web, you must first configure Vista. This includes setting up HQ Reviewers and HQ Reviewer Groups, making sure each reviewer has a VA User Profile, and assigning reviewers to invoice line types.

1. For each user you want to set up as an invoice reviewer, confirm that they have only one Vista VA User Profile, which has their Payroll Company and Employee number entered on it.
   Tip: You can set up Vista Web reviewers so they do not consume a Vista license. For more details, see Create Vista VA Users for the Web Portal Only.
2. Create reviewers in Vista HQ Reviewers and assign the user's VA User Name. Create groups in HQ Reviewer Group and assign reviewers to the groups. Follow the steps outlined here: Set Up Reviewers in Vista.

   For additional reviewer setup information, see Configure Vista HQ Reviewers with the View and Approve Self Only Option.

3. Make sure that reviewers or reviewer groups are assigned to each invoice line type in Vista. Review all of the following locations:
   • Job Reviewer Group is assigned by job in JC Jobs > Info tab > Invoices (Reviewer Group only).
   • Inventory reviewers are assigned by location in IN Locations > Info tab > Invoice Reviewer/Invoice Reviewer Group.
   • Equipment reviewers are assigned by department in EM Departments > Info tab > Invoice Reviewer/Invoice Reviewer Group.
   • Expense reviewers are assigned by GL Account in GL Chart of Accounts > Info tab > Reviewer Group (Reviewer Group only).
   • EM Work Order reviewers are assigned by department in EM Departments > Info tab > Purchase Reviewer.
   • Purchase Order reviewers are assigned by job in JC Jobs > Info tab > Invoices (Reviewer Group only)
   • Subcontract (SL) reviewers are assigned by subcontract in JC Jobs > Info tab > Invoices (Reviewer Group only).
   • SM Work Order reviewers are assigned by work order in SM Work Orders > Info tab > Reviewer.