Invoice Document Review

Invoice document review

Below is the high-level process for reviewing invoice documents.

• User will creates invoice proposal and when the document gets submitted to invoice proposal workflow, an invoice report will be added as attachment auto magically and Invoice document review button will enabled for editing as seen in the below visual.

• On clicking of Invoice document review button, new form opens with the invoice report attached. Here the approver can leave the notes, corrections or any edits. The workflow approvers can reject so a Project accountant can fix and resubmit the document. On the right hand side of the Invoice review document ‘Comments’ functionality is added for the users to put in their thoughts and if any clarifications required. Comments can be added on each attachment and history of it will be maintained.

Note – Security roles has been enabled for ‘Invoice document review’ form same as Invoice proposal form.

• After this the project accountant can modify the invoice lines and resubmit the invoice proposal with new document attached to the proposal and hence maintaining the history of the invoice proposal.

• Display of the notes on the invoice document review will be ordered by date and time.

• Added new button called “Open invoice proposal” in the invoice document review form, so user can navigate back to the invoice proposal from “Invoice document review”.

• Added new button called “Invoice archive” in the invoice document review form, so user can open/download the zip file generated as Invoice archives.

• Added new button called “Invoice document review” at the list page of “Work items assign to me” form, So user can navigate to “Invoice document review” form from list page itself and take action accordingly.

Invoice document review with Apryse tool

• Once the user has activated and configured Apryse tool, Invoice document review can be used in PDF format. Based on the parameters selected, different edit options will be made available for the users to highlight, comment, edit and insert.

• This tool enables many functions for the users where we can download the report with certain options, save the report as PDF or as image, print the report with annotations and comments.

• User is provided panel option where user can insert new pages, replace the file, extract the information or delete the file.

• User is provided view controls where user can rotate clockwise, counterclockwise, single page, double page, full screen.

• User can PAN the page, search words on PDF and filter the comments based on various provided options.

• Based on the parameters activated on the projects360 parameters form, User can use annotations, shapes, edit, insert, redact, measure, fill and sign, user form tools and filter the notes on the PDF.