General Overview

🔍 Overview

The Invoice Review screen provides a comprehensive view of an uploaded invoice, including a visual of the document, budget validation, and metadata such as vendor, project, and uploader details. The screen is divided into three primary panels:

The Invoice Review screen allows you to:

• View uploaded invoices

• Validate line item accuracy

• Detect potential duplicates

• Review budget allocations and project codes

This interface is divided into three main sections:

1. Inbox Panel (left)

2. Invoice Viewer (center)

3. Invoice Details & Validation (right)

📨 1. Inbox Panel

• Location: Left sidebar

• Function: Lists all uploaded invoices chronologically

• Details shown:

  • Vendor and Project

  • Uploader name

  • Submission date/time

  • Invoice amount

✅ Tip: Click any invoice card to load it into the viewer.

📄 2. Invoice Viewer

• Location: Center panel

• Function: Displays the uploaded PDF invoice

• Toolbar options: Zoom, rotate, page navigation, download

• Visible invoice data:

  • Vendor name and contact info

  • Invoice number and date

  • Project and PO number

  • Table of line items (description, unit price, quantity)

📌 3. Details & Validation Panel

Invoice Metadata

• Vendor: Western Waterproofing

• Invoice #: 100026

• Date: April 25, 2025

• Submitted by: Komran Rashidov

• Total Project Value: $3,219.75

• Invoice Amount: $250.00

Duplicate Detection

• Red warning box: “This invoice is potentially a duplicate”

• Linked invoice: Click to compare directly

Line Item Validation

• Each budget line is automatically checked for overages

• Red-highlighted cells show overallocated values

  • Example: Budget code 15-500.0 exceeds its scheduled value

• Action button: Fix Overallocated Line Items

📊 4. Line Items Table

Located below the invoice viewer. This table breaks down:

Red fields = overages that need attention before approval.

🧾 5. Activity Panel (bottom right)

• Shows notes, updates, or actions taken on the invoice.

• Keep documentation for collaboration and audit trail.

• Currently empty in the example image.

✅ Recommended Actions

📎 Best Practices

• Always resolve validation warnings before moving to approval.

• Use the document viewer to cross-check invoice content.

• Maintain clear notes for audit and future reference.

Last updated: May 13, 2025