Welcome to the new Language Services Invoicing for translations and Interpretations
This Artical will go over this page
and how to approve, update codes, and not approve.
First Lets go over the Page,
On the left you will see a list of any invoices that you need to review
On the right you will see the invoice that is currently selected in blue
An invoice has 3 key area.
At the top it has the Invoice Name, the total Cost of the invoice and who the contractor is:
In the center of the invoice are the codes that the invoice current has:
at the bottom of the invoice are the projects that are apart of this invoice these will always contain 1 project but could contain more:
Now lets update the codes for a specific invoice
We start by right click a row in the invoice list to see available actions:
To update the codes we want the Update codes action
Once we click "update codes" we get a pop-up form to fill out:
Once filled out click save and the invoice you right clicked will be updated:
If you are happy with the codes on that invoice you can now right click it again and select the approve action:
That invoice will now be approved:
And the Invoice Details will show who and when it was approved:
If you do not approve right click the invoice and select the action do not approve:
This will mark it as not approved:
If you wish to Approve, Update, or not approve multiple invoice start by clicking this box above the list of invoices:
This will make a box next to each row appear on the left:
Select the invoices you wish to perform multiple actions on at the same time by clicking the new box.
This will show you a box with the actions you can perform:
That concludes how to manage the invoices.
If you wish to set a default Department Code or Fund Code for invoices to your department Click the Settings button on the bottom right:
This will pop-up a form just like updating codes for an invoice:
Simply fill it out and save.
This will not update existing Invoices only future invoices.
