Documentation Index

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AP invoice cover sheets & approval attestation (PAS)

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Overview

When an AP invoice in PAS reaches a final outcome in an AP approval workflow—either approved and posted or denied—Wrapbook generates an AP Invoice Cover Sheet, a PDF document that serves as an immutable, audit-ready record of the approval decision.

The cover sheet PDF combines a Wrapbook-generated summary page with the original invoice backup, giving your team a single document to archive or share for audit purposes.

Note: This feature is available by request and must be configured by your Wrapbook Customer Success Manager or the Support Team.

What's in the cover sheet

The cover sheet PDF contains two parts:

1. Cover sheet — generated by Wrapbook, includes:

  • Production name, vendor name, invoice number, date, and total amount

  • GL coding breakdown per line item (Account, Set, Episode, Free Field, PO number, PO variance)

  • Approval history table showing each approver's name, role, timestamp, and decision

  • Final-decision stamp indicating the invoice's outcome, such as APPROVED or DENIED

  • (Optional) Approver signatures, if enabled for your company

2. Original invoice backup — the invoice document and attachments as uploaded

Downloading a cover sheet

When an invoice has reached a final outcome and the cover sheet has been generated—for an approved invoice, after it has been posted:

  1. Open the AP invoice from the project's Accounts payable dashboard

  2. In the invoice header, click Download cover sheet

The cover sheet PDF will download to your device. The file will be saved as AP Invoice #[number] Cover Sheet.pdf.

Note: The download button appears in the invoice header once the cover sheet has been generated. If you don't see it, see Generating a cover sheet manually below.

Generating a cover sheet manually

For an older invoice that was approved and posted, or denied, before automatic cover-sheet generation was available—or if automatic generation did not trigger—you can generate the cover sheet manually. This action is uncommon in the normal current-state workflow. AP Approvals must be enabled, and the project must have an active AWE workflow for AP Invoices.

  1. Open the AP invoice from the project's Accounts payable dashboard

  2. In the invoice header, click Generate cover sheet

Wrapbook will generate the cover sheet PDF. The Download cover sheet action will appear in the invoice header once it is ready.

Enabling optional signatures on the cover sheet

By default, the cover sheet shows approver names, roles, and timestamps. If your company requires actual approver signatures on the cover sheet, please contact your Wrapbook Customer Success Manager or the Support Team.