When reviewers are set up in Vista HQ Reviewers with View and Approve Self Only permissions, if they add an invoice line that they are not the first sequence of approval on, the invoice line disappears. This is expected behavior but causes the invoice status in Vista to change to Not Ready because the headers and invoice line item totals no longer match.

1. Disable the Vista setting that requires the invoice total to equal the sum of all lines. Go to AP Company Parameters > Invoice Options tab > . For your AP Company, make sure the setting Require invoice totals to equal sum of all lines is unchecked.

   

2. Enable the Vista Web portal setting that requires the invoice line item detail to equal the header total prior to approval. In the web portal, go to Admin > Portal Settings > AP Reviewer > Approval/Rejection. Select the checkbox to enable the setting Invoice Line Item detail must equal the header total prior to approval.

   This configuration means invoices are still available for review, but approvals are blocked until the invoice header and line item totals are balanced. To prevent reviewers from accidentally approving unbalanced invoices, all reviews should be completed in the Vista Web portal so that no approvals occur if the header and line item totals do not match.

3. In Vista, go to Headquarters > Programs > HQ Reviewer Group. In the Allow up level approval setting, choose the View and Approve self and lower levels option.

   When reviewers create a new invoice line, the portal allows the invoice header amounts and invoice line item totals to be unbalanced without setting the invoice review status back to Not Ready.