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Invoice Reports

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The invoice page contains invoice reports submitted to a sub's direct report.  Some jurisdictions may not require subcontractors to report the invoices that have been submitted to their direct report.  when a jurisdiction does not require this level of compliance-reporting, this feature will not be available.  This section will discuss the process of viewing and adding invoice reports.


Accessing Invoice Reports

Invoice Reports can be accessed in two ways (see below):

1.The Small hamburger menu item

2.Clicking on "Invoices" link.

If you can not locate the column or menu option, it might be due to Invoices not being required or configured by the Jurisdiction. Contact your cognizant jurisdiction to make sure.


Snippet of the contract listing with the Invoice link and the Invoice menu option


Invoice Reports Page

Depending on the tiers associated with the contract (simple prime-sub or prime-sub-sub-sub...) PRISM determines the best way to display the invoice report information.  It might be in either simple grid (prime-sub) or tree format (prime-sub-sub-sub...). But the results are going to be the same. 


You will only be able to view the invoices that are applicable to you.  If, however, you are a prime on the contract, you may see all of the invoices, regardless of the tier.


Note: You may see more columns by right-mouse-clicking on the list header.



1."Export" will generate Excel file with the invoices information. You can control which columns will be present in the Export file by right clicking on the header name and checking only the columns you need.

2."Add Invoice" opens popup form to create an Invoice in the system;

3.Filters can be used to specify which records you would like to see in the grid;

4.You can also group payments by "Payer" for example by clicking and holding your left mouse on the corresponding column name and dragging it to the specified area.



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