Submitting invoice reversal for approval for contract invoices by contract

  1. Sign in as Project Accountant, Project Administrator, or Project Manager.
  2. Select Project Contracts.
  3. On the Contracts tab, open a contract.
  4. Select Actions > Submit Invoice Reversal For Approval.
  5. Specify this information:
    Invoice Group
    Select the contract invoice group to reverse. Only invoice groups with a status of Journalized are displayed.
  6. Click Submit.
    The approval status of the invoice is Submitted for Approval and the status is Journalized. No changes can be made to the invoices.

    The approver either approves or rejects the invoice reversal. When rejected, a Comments window is displayed. The approver must specify an explanation for the rejection. This explanation is displayed in the body of the email that is sent for the record. The rejected invoice reversal has a status of Journalized and the approval status is Rejected. If one record in the invoice group for a contract is rejected, all records for the invoice group for that contract are rejected.

    If the invoice reversal is approved, the approval status is updated to Invoice Reversal Approved and the status is Journalized. The Reverse Journalized Invoices action can be run.