Viewing and Adjusting Invoice Details

From the Pending For Approval screen, select the details_button icon for details of the invoice.

From the Invoice Details screen, you see the following tabs:

Tab Name	Description
General	General information about the invoice. Refer to Invoice Header Information Section for invoice field descriptions. From this tab, select the link for the vendor to view vendor contact information. Refer to Contacting a Vendor or Approver for more information.
Summary	Invoice summary information separated by fees and expenses. Refer to Adjusting by Total Amount for descriptions of each field.
Line Items	Details for each line items of the invoice. Refer to (Detail Adjustment) Line Items Field Descriptions for descriptions of each field. From this tab, select the link in the line item area to view approver contact information. Refer to Contacting a Vendor or Approver for more information.
History	History of approvals for the invoice.

Invoice Details Screen

1.From the Summary tab, select a link for one of the amounts.

2.Select the Adjust adjust_drop_down drop-down to determine how you want to adjust the amount.

3.Enter the new amount, reduced by amount, or reduced by percentage in the text box.

4.(Optional) Enter comments about the reason for the adjustment in the Adjustment Comments field.

5.(Optional) Enter comments for other TeamConnect users in the Internal Comments field.

6.Select Save.

1.From the Line Items tab, find the line item you want to adjust.

You can specify which line items appear in the list in both of the following ways:

oSelect the line_items_select drop-down at the top and select an option.

oChange the Warnings Only warnings_only_button field to ON to specify that only the line items with warnings appear.

2.Select the details_button icon for the line item you want to adjust.

3.To adjust the Rate, Units, or Amount fields, select the link for the field.

4.Select the Adjust adjust_drop_down drop-down to determine how you want to adjust the amount.

5.Enter the new amount, reduced by amount, or reduced by percentage in the text box.

6.(Optional) Enter comments about the reason for the adjustment in the Adjustment Comments field.

7.(Optional) Enter comments for other TeamConnect users in the Internal Comments field.

8.Select Save.