Approve Time Sheet Invoices

If time tracking is integrated with Cost and the workflow is configured to generate invoices, a draft invoice will automatically be created when a time sheet with billable tasks is approved. Activities that include commitment items produce a draft commitment invoice and those that do not have commitments produce a general invoice in draft status. These draft invoices can be found in the Cost module in Unfinished Drafts or by filtering for them on the Actual Costs page.

To review/approve time sheet invoices

  1. Click the Cost tab from the Top Navigation menu.
  2. Click the Unfinished Drafts link in the upper right corner of the page.

    3. —Or—

    Go to the Project Actual Costs page. For instructions, see Access Actual Costs Page.

  3. Filter for and select the appropriate draft commitment or general Invoice.

    4. The Invoice Details page display.

  4. Click Approve.
  5. Click the current date link to insert today's date into the field, or enter a different date in the Approval Date field.
  6. Click Yes, Approve Commitment.

    7. The newly added commitment is updated on the Project Cost Summary and Commitments Quick Cost Summary.

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