AP Unapproved Invoice Review Form
Use the AP Unapproved Invoice Review form to review and approve unapproved invoices that are assigned to you.
This form allows reviewers to view invoices assigned to them that were entered (typically by other users) using the AP Unapproved Invoice Entry form. You can filter invoices for review by line type or by job, and select to see all invoices assigned to you, regardless of status (Approved or Rejected).
The upper grid displays all invoices associated with the reviewer that meet the filtering criteria. You can use this grid to approve or reject invoices at the header level. If you set an invoice status at the header level, the system automatically assigns the same status to all invoice lines currently displayed in the line level of the form (lower grid).
The lower grid shows invoice detail and allows for setting the approval status for individual invoice lines. The lines display information related to the line based on the line type. Only invoice lines associated with the reviewer will display.
The Invoice Status tab displays the status of all lines on the invoice, regardless of assigned reviewer. If multiple reviewers are assigned to the invoice, a separate line displays for each reviewer. For quick identification, approved lines are highlighted in blue and rejected lines are highlighted in red. Lines without highlighting do not have an associated status.
Viewing & Adding Attachments
You can use the Attachment Lister to display attachments associated with the PO referenced on PO lines, along with any other attachments associated with the invoice and invoice lines. This includes attachments added to invoices and/or invoice lines in the AP Unapproved Invoice Entry form, as well as those that you add directly in this form.
To open the attachment lister, select the Attachments dropdown on the tool bar and then select Attachment Lister. To view attachments for the invoice header, choose the desired invoice in the upper grid. For an invoice line, select the invoice line in the lower grid. Double-clicking on any attachment opens it with its related app.
To add attachments, choose the desired invoice or invoice line, select the Attachments button to open the Attachments form, and then select Add. Then use the Attachments Detail form to add your attachment(s).
Review Invoice on the Web
If you have Financial Controls and have set up Vista Web integration (that is, you have designated the appropriate Vista Web URL in VA Site Settings), the Review Invoices on the Web link (below the navigation toolbar buttons) provides quick access to AP Invoice Review in Financial Controls. For more information, see AP Invoice Review.
If you do not have access to Financial Controls, selecting this link takes you to the Trimble Viewpoint website for information about AP Invoice Review.
