The Finalize Draft action is available when the invoice is in Drafting status. It can be accessed from the PAY Tasks workspace or directly within the Paysheet Document tab.
Using this action completes the drafting process and updates the invoice status:
- If there are no variances, the invoice moves to Invoiced status.
- If there are variances on the paysheet, the invoice moves to Variance Detected status.
Finalize Draft Action
Reviewing the Finalize Draft Dialog
Below is an overview of the dialog:
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Comments (Optional)
Add any relevant notes. These will be stored in the Paysheet Work History scoreboard for reference.
Steps to Finalize Drafting
Steps to Finalize Draft
- Click the Finalize Draft action.
- Click Finalize Draft to complete the drafting process.
Note: The draft will not finalize if the invoice amount and the calculated amount do not match.
System Notifications:
- A success notification displays: “Draft finalized successfully.”
- If no variances exist, an additional notification appears: “Invoice Created and Ready to Batch.”
- If variances exist, an additional notification appears: “Variances have been Routed for Resolution.”