Entering an Invoice

1. Starting from the sidebar navigation, click > Planner > Calendar or > Budget, and navigate to the line of the activity whose invoice you want to enter.

2. Double-click the activity.

3. The detailed view opens.

4. Go to the Invoices tab.

5. Click Add.

6. The Add Invoice dialog box opens.

7. Enter the name of the invoice. If you don't enter a name, the invoice is listed using the following format (for example, in an MDF request): [invoice date][invoice amount].

8. Enter the invoice amount.

9. Set the accounting date.

10. If needed, enter additional properties. For details, see Purchase Orders (POs) .

11. Click Save.

You have entered the invoice. The amount appears automatically in gray text in the corresponding cells of the Actual columns in both the yearly budget and the month of the invoice.