The Assign Draft action is available when the invoice is in an Unassigned status. This option can be accessed from the Paysheet Document tab. This allows you to assign the invoice to a participant for drafting.
Assign Draft Action
Reviewing the Assign Draft Dialog
Below is an overview of the dialog:
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Assign To
You can either type a participant's name or use the dropdown to select one.- The dropdown also displays the number of tasks currently assigned to each participant.
- If the field blank is left blank, the draft will be automatically assign to you.
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Comments (Optional)
Add any relevant notes. These will be stored in the Paysheet Work History scoreboard for reference.
Steps to Assign the Draft
Steps to Assign the Draft
- Click the Assign Draft action.
- In the Assign To field, select the participant who will draft the invoice.
- Leave the field blank to assign the draft to yourself.
- Click Assign Draft to complete the process.