You can view invoices by browsing invoice collections. Alternatively, you can search for an invoice. See Searching for Specific Records for more information.
When viewing an invoice, the Line Items section displays fields that are different from the Line Items section in edit-mode. The fields from the Invoice Information and Invoice Summary sections are the same as described in the Creating an Invoice Manually, with the exception of the following fields that may appear under certain circumstances in the Header Information section:
•Appeal Invoice Number—Displays the Invoice Number of the Appeal Invoice associated with the current invoice. Clicking the Appeal Invoice Number opens the Appeal Invoice.
This field only appears if an Appeal Invoice based on the current invoice has been created and synced to TeamConnect.
•Original Invoice Printable View—Displays the Invoice Number of the original invoice associated with the current Appeal Invoice. This field only appears if the current invoice is of type Appeal. It displays the Invoice Number of the invoice the Appeal Invoice is based on.
Clicking the Original Invoice Printable View link launches the printable view pop-up for the original invoice. The Appealed Line Items check-box appears directly below the Line Items check-box of the printable view pop-up. When selected, the printable view will only return line items from the original invoice that have been appealed in the new Appeal Invoice.
Select the desired Sections check-boxes, then click Ok to open the original invoice's printable view in a new browser window.
Note: For sections with a search results display, the default setting is Display all result pages.
There may be several types of invoices, for example Non-US Tax Type.
1.Click the Finance tab. 2.Click the Invoices link under the tab bar. The recently viewed invoices are listed in the right pane.
For more information, see the Invoice, General Page, Line Items Section fields table.
A summary for each invoice in a collection displays in a list pane to the right.
Invoices of type Appeal have a flag that identifies the invoice as an Appeal Invoice. This is intended to allow workflows to be configured differently for Appeal Invoices as opposed to other types of invoices.
3.To open an invoice, in the right pane, click an invoice name link. For information about the Invoice Header section, see Invoice Header Information Section table.
When viewing an invoice, the Line Items section displays fields that are different from the invoice when creating or editing an invoice, or adjusting the line item. For more information, see the Invoice, General Page, Line Items Section fields table.
For more information about the areas on the Invoices List page, see User Interface.
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Field
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Description
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Adjust
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(Batch adjustment or In-Line & Bulk adjustment only)
Click to adjust one or more invoice line item.
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Show Filter/ Hide Filter
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Click the link or green arrow to toggle between displaying/hiding the invoice line items filter conditions.
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View
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From the drop-down list, select one of the following:
•All Line Items (default) •Line Item Warnings |
The following fields apply per invoice line item row
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Action
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A Copy icon allows copying the line item.
An Edit icon allows editing the line item.
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Additional information
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If available, the following information displays:
•Project •Activity •Description |
Category
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Displays the category associated with the Line Item type (Task/Fee Category or Expense Category).
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Date
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Displays the date on which the services were provided or expenses were incurred.
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Item
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Click a link to view the individual line item record. Message icons indicate associated warnings, errors, or information messages. See the Messages field description below.
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Item Type
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Displays either Fee or Expense for the line item type.
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Original Amount
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This amount is automatically calculated when you add the line item. Amount = (Rate x Units) - Discount.
Displays the current total for a Line Item.
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Original Discount
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Displays the discount amount. The discount will display as a flat amount.
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Original Rate
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The hourly rate for a billed task or per unit cost for an expense.
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Original Unit
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Displays the number of hours for fee items or units for expense items.
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Tax Type
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Displays the tax code(s), if any, that were selected for the line item. This field only appears if the invoice has a Non-US tax type.
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Timekeeper
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The Timekeeper or contact who performed the services.
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