🔍 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:
Inbox Panel (left)
Invoice Viewer (center)
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:
Column | Description |
Position | Order of the item |
Budget Code | Linked budget allocation |
Scheduled Value | Total approved value for the item |
From Previous Apps | Amount previously billed |
This Period | Amount billed in this invoice |
Total Completed | Overall total including this invoice |
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
Task | Description |
Review invoice details | Ensure accuracy of vendor, date, and totals |
Validate line items | Look for red warnings and overages |
Compare duplicate invoices | If flagged, review the linked previous invoice |
Add notes | Leave comments for team collaboration |
Fix overages | Use the "Fix Overallocated Line Items" button |
📎 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