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Reviewing and approving invoices

Updated over 2 months ago

Managing invoices is easy with our platform. Once invoices are uploaded, you can review, approve, and track them in just a few steps.


1. Review Invoice Details

  • Open the invoice to see all key information such as vendor, invoice number, due date, and amount.

  • Double-check that the details match the supporting documents.

  • If something is missing or incorrect, update the information directly before proceeding.


2. Add Comments

  • Select the invoice and head to the Comments tab.

  • Leave notes if you have a query, need clarification, or want to request additional information.

  • Your comments are visible to all relevant team members, helping streamline communication.


3. Track the Audit Trail

  • Every action taken on an invoice is logged automatically.

  • You can view who reviewed, approved, or edited the invoice at any stage.

  • This ensures full transparency and compliance with company policies.


4. Use the Dashboard Overview

The dashboard gives you a quick snapshot of every invoice. You can view:

  • Creation Date: When the invoice was uploaded.

  • Due Date: The payment deadline.

  • Vendor: Who the invoice is from.

  • Amount: The total payable.

  • Status: Track whether the invoice is Pending, Approved, Unpaid, Paid, or Rejected.


5. Approve or Reject an Invoice

  • Once you’ve reviewed the details, you can approve the invoice with one click.

  • If the invoice doesn’t meet requirements, you can reject it and leave a reason in the comments.

  • Approved invoices automatically move to the next step in the payment process.

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