Chargebacks › Department Invoices › Invoice Prerequisites

Invoice Prerequisites

To receive and submit, approve, or reject an invoice, you must first ensure the following:

• A fiscal time period type must be selected for the entity. the fiscal time period type is used to establish the invoice cycle.

  Note: See the Administration Guide for more information.

• Investment-specific debit rules or standard debit rules must exist. For more information:

  Contact the project, investment, or service manager to set up investment-driven debit rules.

• Credit rules must exist.

  Note: Contact your finance manager or see the Administration Guide for more information.

• Access rights must be granted to users responsible for viewing, submitting, and approving or rejecting invoices.

  Note: See the Common Features and Personal Options User Guide for more information.

More information:

Investment Chargebacks