Help

Create an Invoice

Modified: 26 Jun 2026 Viewpoint Financial Controls Accounts Payable Help

Create a new invoice from the Invoice Review page.

A System Admin must enable Invoice Review and configure your invoice review permissions before you can create or edit an invoice.

Create a New Invoice Header

Follow these steps to create an invoice header on the AP Invoice Review grid.

  1. Go to Financial Controls > Invoice Review.
    Tip: You can also access Invoice Review from the Approval Invoice menu.
  2. Select New Invoice to display the Create Invoice window.
  3. Enter the invoice information in the fields shown.
    Assign a reviewer group or assign individual reviewers.
    Tip: To add invoice lines, add yourself as a reviewer.
  4. Select Create.
    Note: If you create an invoice type that you don't have permission to approve, the invoice will seem to "disappear" when saved. However, the invoice will show up correctly for accounts who have permission to approve it.
If your account has permission to add line items, the system takes you to the Invoice Detail page of your new invoice. Otherwise, the system returns to the invoice review grid. For more information, see Add a New Invoice Line Item.

Add a New Invoice Line Item

Follow these steps to add a new line item to an invoice header on the Invoice Review page.

  1. Select Financial Controls > Invoice Review > Select invoice to edit.
  2. Select Add New Item to display the Add Line Item window.
  3. Select a Line Type for the item and enter any additional information in the fields shown. If your System Admin allows, you can also add attachments and annotations.
    Note: Invoice Review does not display the GL Account field on lines coded as a Job line type. The Job and Cost Type must be linked to a GL Account in Vista. If they are not linked, a GL validation error will display when the batch is run, and the correct GL will have to be entered manually.

    To link a Job and Cost Type to a GL Account in Vista, you must set up JC Departments, define the GL Accounts associated with each cost type within each department, and assign each job to a specific department.

  4. Select Save Changes to add the line item to the invoice.
    Note: If you add line item that you don't have permission to approve, the line will seem to "disappear" when saved. However, the line item will show up correctly for users who have permission to approve it.
Submit
Previous
Next