Chargebacks › Department Invoices › View Invoice Details

View Invoice Details

You can view invoice details, prior period adjustments, and the invoice amount. You can also approve or reject invoices depending on their state.

Follow these steps:

1. Click the Invoice Number link to open the invoice.

   The properties page appears.

2. View the following information:

   Investment

   Displays the investment from which the charges originated.

   Current Amount

   Displays the amount of the charge for the specified time period. Click this link to view transaction details.

   Prior Period Adjustment

   Displays the amount of an adjustment that occurred during a previous time period. If zero, then no prior period adjustments were made. Click this link to view adjustment details.

   Total Amount

   Displays the total amount of the charges less adjustments for the specified time period. Click this link to view transaction details.

   Subscription

   Indicates whether you have subscribed to a service. If you have subscribed to a service, a checkmark is displayed.

3. Do one of the following:
   • Click the Current Amount link or Total Amount link to view transaction details.
   • Click the Prior Period Adjustment link to view prior period adjustment details.

   Key information includes:

   Type

   Indicates if the transaction is a work-in-process (WIP) or an adjustment.

   Amount

   Displays the amount of the transaction.

   Percentage

   Displays the percentage charged to service.

   Example: 100 percent indicates that one service is using the investment and 50 percent indicates the investment is shared between two services.

   Scaled Amount

   Displays the scaled dollar amount based on the percentage charged to the service.

4. If the invoice is not yet approved, you can do the following from the invoice properties based on your access rights:
   • Submit the invoice.
   • Lock or unlock the invoice.
   • Approve or reject the invoice.
   • Regenerate the invoice.