Filing an Invoice
As a District user, you can file an invoice for a project expense and submit the invoice for review. To begin creating an invoice, select Project from the top menu, navigate to the related project and select the Invoices option:
To create a new invoice, select the Create Invoice option:
Select the project Phase the invoice relates to, the Start Date for expenses, and the End Date for expenses:
You can add one or additional vendors to an invoice. To identify the invoice amounts and the vendor that provided the services, select the Add Vendor option:
Provide the detailed information about the vendor, the services provided, invoice amounts, and accounting information. When you are finished, select the Create option to create the invoice:
Once the invoice is created, the invoice's total will be displayed at the top of the invoice screen:
The newly created invoice will be in the Not Submitted status. To submit an invoice for review and approval, select the Submit option:
This will move the invoice into the Submitted status and will have been sent for review and approval: