As a FM, PMO, I can manage invoices

As a FM, Project Manager (PM), other managers (PMO, PfM, PgM, PMA) I can manage payments at the INVOICES tab.

A Plan Invoice is detailed as follows :

  • Project ID : Unique identifier automatically generated for each procurement record.
  • Project : Project Name
  • Invoice ID
  • Title : Short name or label describing the procurement item or service.
  • Amount : Total monetary value of the procurement as per the contract or invoice.
  • Invoice date : Date of submission of invoice.
  • Status : Current state of the procurement (e.g.,Payment Planned, Payment In Process)
  • Status date : Date of record creation or update. Date on which the procurement status was last updated.
  • Client Organization : Identifier of the buyer organization. The organization requesting or funding the procurement.
  • Client Project : Identifier of the buyer’s project.
  • Contract title : Title of the procurement contract.
  • Contractor Organization : Identifier of the seller organization.
  • Contractor Project : Identifier of the seller’s project.
  • Currency : Currency type in which the procurement amount is defined (e.g., USD, INR, EUR).
  • Legal Number : Official legal reference number (e.g., invoice number, tax ID)
  • Amount to pay : Number for invoice amount to pay, actually (maybe after conversion, discount, penalty, etc.).
  • Currency to pay : Currency for invoice amount to pay.
  • Purchase order : Alphanumeric to identify the contract.
  • Due date : Date of due payment of invoice.
  • Description : Detailed explanation of the procurement or purpose.
  • Payee’s Account Number : Bank account number or payment account of the seller for fund transfer.

As a PMO, I can change the status of the Invoices according to the following chart.

As a PMO, I can edit invoices according to the status.

As a PMO, I can see logs for payments at the INVOICES tab by switching toggle ‘Show Log’.

‘FROM’ and ‘TO’ date sort the invoice records.

Frequently Asked Questions
Who can manage invoices in PMPeople?

Financial Managers (FM), Project Managers (PM), and other managers including PMO, Portfolio Managers (PfM), Program Managers (PgM), and PM Assistants (PMA) can manage invoices via the INVOICES tab.

What invoice details can be edited by a PMO?

A PMO can edit invoice details such as status, amount to pay, currency to pay, due date, payee’s account number, description, and purchase order—depending on the current invoice status and system permissions.

How can I view invoice history or logs?

In the INVOICES tab, toggle on ‘Show Log’ to view the audit log of all changes made to invoice records. Use the ‘FROM’ and ‘TO’ date filters to sort and review logs within a specific time range.