Edit an Invoice in Portfolio Financials

Objective

To edit an invoice that was added to the Contract Room in Portfolio Financials.

Background

The Contract Room is a shared portal where vendors can submit change orders and invoices directly to the project team for approval throughout the duration of the project. The Invoices tab of the Contract Room is where invoices can be added, managed, and reviewed.

Things to Consider

• Required User Permissions:
  • 'Vendor' access to the project or higher.
    Note: Users with 'Vendor' or 'Limited' access can only edit an invoice that they added. If you are a vendor needing to edit your invoice Can I edit my change order or invoice in Portfolio Financials?
• Additional Information:
  • Invoices must be in a Pending state in order to be edited. If an invoice was submitted by the vendor team, it can only be edited by the vendor team.

Steps

1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker. 
   Note: Cost items with a Contract Room are marked with a ribbon  icon.
2. Click the Invoices tab.
3. Click the invoice you want to edit.
4. Click the vertical ellipsis  icon.
5. Click Edit.
6. Make any necessary updates to the Invoice Overview, Invoice Details, or Documents sections.
7. Click Save.

Demo

See Also

• Add an Invoice in Portfolio Financials
• View the Contract Room in Portfolio Financials