Workflow Overview: Vista Web AP Invoice Review

See an overview of all the steps involved in the Vista Web AP Invoice Review workflow.

Review each step needed to configure, create, submit, and review invoices in Vista Web.

Configure Vista for AP Invoice Review
  1. For each Vista Web reviewer, create a Vista VA User Profile if you haven't already done so.
  2. Set up invoice reviewers in Vista HQ Reviewers and reviewer groups in Vista HQ Reviewer Groups.
  3. Assign reviewers and reviewer groups to invoice line types in Vista.
Configure Vista Web for AP Invoice Review
  1. Enable AP Unapproved Invoice Review in the portal settings.
  2. In the setting Restrict AP Approvers in the Portal to only members of this Reviewer Group, enter an employee group to assign invoice approvers.
  3. Enable reviewers to add or annotate invoice attachments.
  4. Configure additional AP Review portal settings for the invoice review process.
Create or Edit Invoices in Vista Web
  1. Create or edit invoices on the Invoice Review page in the web portal.
Approve or Reject Invoices in Vista Web
  1. Reviewers approve or reject invoices from the Invoice Review page. If approved, the invoice goes to the next reviewer in the sequence. If rejected, the invoice goes back to the previous reviewer.
  2. If enabled, reviewers can add annotations or stamps during the review process.
What's Next: Process Invoices in Vista
  1. Once all reviewers in a sequence approve the invoice, the invoice is added to the current batch.
  2. In Vista AP Batch Process, post the batch. This processes the invoices and finalizes the accounts payable transactions, updating the relevant modules including General Ledger, Job Cost, Equipment Management, and Inventory.