Overview
The PA Bill Review toolbar gives the user (if given the appropriate permissions) numerous capabilities within the PA Bill Review applet. Below is a list of those capabilities.
Note: The accountant can then make changes, view the draft invoice, and then finalize and post the invoice on a project-by-project basis.
View Invoice - Unlike the PM Bill Review applet, this does not immediately bring up a draft invoice. Instead, it brings up the Automating Invoice applet for the currently selected project.
View Previous Invoices - When Document Management is configured. This will bring up a grid that contains .pdf's of all previous invoices that were archived.
Save - This buttons saves changes made to the screen.
Bill Review Report - This button runs the Bill Review Report for the current project.
Pre-Bill Report - This button runs the Pre-Bill Report for the current project.