Reviewing a Draft Invoice

Permissions

The user requires the Approve Draft Invoices or Approve All Draft Invoices permission to perform reviews for Draft Invoices.

To review a Draft Invoice:

  1. Click on OCR Documents requiring your review on your Dashboard, in the section for a specific company.

    This opens the Draft Invoices page, showing Draft Invoices requiring your review.
    DraftInvoicesReviewInProgress

  2. Click on a Draft Invoice to open the page.

  3. Review the Draft Invoice.

  4. Make any required updates, and click Apply to save the changes.

  5. Click FinishReviewIcon Finish Review in the Actions section.

    Details
    ReviewDraftInvoice

    The Draft Invoice returns to its previous Status.