Follow these steps to enable AP Invoice Review in the Vista Web portal.

1. In Vista Web, go to Admin > Portal Settings > AP Review > General Configuration.
   1. Enable AP Unapproved Invoice Review.
   2. In the setting AP Companies to enable in the portal (semi-colon separated), assign one or more AP Companies. For multiple companies, put a semi-colon with no spaces between each company number. Only invoices assigned to these AP Companies will be available in your portal.
   3. In the setting Restrict AP Approvers in the Portal to only members of this Reviewer Group, select an employee group to assign invoice approvers.

      The employee groups listed in the dropdown come from the Vista HQ Reviewer Groups for Invoices that you previously configured.

   4. If you have users who only use the portal for AP and therefore do not have any permissions in User Access, select Show Advanced Settings at the top of the page and then check Enable invoice approval only access if no other permissions are assigned.
   5. Review the remaining settings in the General Configuration section for settings that apply to the entire AP Invoice Review module.

   Review the portal settings in the other AP Review sections and modify as needed. Certain common settings have default values set automatically, but you should review all settings to ensure the behavior aligns with your business practices and processes.

2. In the Approval / Rejection section, you can apply certain restrictions related to the approval or rejection of AP invoices.
   Note: By default, the portal supports PO Audit Options in Vista AP Company Parameters. To configure your portal to ignore the settings in Vista AP Company Parameters, enable the portal setting Prevent Approval if over PO amount.
3. In the Invoice Attachment section, you can enable reviewers to add or annotate invoice attachments. For more information, see Enable Invoice Annotations and Stamps.
4. In the Invoice Grid section, you can change the grid layout on the Invoice Review page in Vista Web.
   Note: To allow reviewers to create new AP Invoice headers, create an employee group and assign it to the portal setting User Group with permission to create new Invoice Headers.

   The General Configuration setting Enable invoice approval for invoices with no line items must also be enabled, or else reviewers will be unable to see and edit newly created headers.

5. In the Invoice Header section, modify what can be displayed or edited in AP invoice headers.
6. In the Invoice Line Item section, configure settings to determine how reviewers see and edit line items in the portal.

   To limit line type companies available in AP invoice review, enter company numbers in the setting corresponding to that line type: Enabled EMCo for lookups, Enabled GLCo for lookups, Enabled INCo for lookups, Enabled JCCo for lookups, and Enabled SMCo for lookups.

7. The Advanced Configuration section is hidden by default and can be accessed by selecting the Show Advanced Settings checkbox at the top of the page.

   To restrict employee groups from viewing the dollar amounts on invoices in the portal, enable Hide all invoice amounts for members of this employee group.