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HCL Marketing Operations User Guide
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
In HCL® Marketing Operations, you can view all changes that were made to an invoice, including the time and date of the changes and the type of changes made.
When you change the status of an invoice to Paid, the invoice line item amount rolls up to the program or project budget and to the account with which you associated it. You can attribute the different line items of one invoice to different projects or programs and to different accounts. Line items from multiple invoices can roll up to the same program or project.
When you add an invoice line item, you can designate an account to which you linked the invoice line item.

Rollups to the source account

When you add an invoice line item, you can designate an account to which you linked the invoice line item.

After the invoice is paid, the invoice line item amount rolls up to the account. The invoice line item amount displays on the Actual row on the account Summary tab. HCL® Marketing Operations places the amount in a date column that corresponds to the invoice paid date.

Note: Depending on how your administrator configures your invoice templates, marking the invoice Payable can trigger an approval process.