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About Vendor Invoices

To use vendor management, operations staff in your organization must:

• Set up vendor accounts, partner users, budgets and resources.
• Review and approve vendor business transactions such as timecards and expenses.
• Review, reconcile and approve invoices after vendor operations staff have submitted them.

Vendor operations staff can:

• Create and submit invoices.
• Enter timecards.
• Enter expenses.
• View submitted items and links to the invoices.
• Access both invoiced and un-invoiced business records.
• Report on all budgets assigned and the remaining amounts.

Your vendor's operations staff log in to your Salesforce org using the Partner Portal.

When your vendor's Resources enter Timecards or Expenses against a Project, PSA creates related business transactions in the form of timecard split and expense records. Your operations staff need to approve these transactions for invoicing.

Your operations and or accounts payable staff need to review and reconcile newly submitted invoices. The operations or finance team can quickly reconcile the submitted invoice and approve it for payment. Once an invoice is fully approved and reviewed, your team must change the status of the invoice to approved for payment. Once the invoice is approved for payment, it is not editable.

Note

You can create a Salesforce Approval process to review and approve vendor business transactions.

Your operations staff can also set up workflows, approval processes, reports and views for reviewing, reconciling and approving vendor invoices after submission.

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