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.