Invoices & documents
Find and review invoices
Use the invoice library to filter input and output invoices, prioritize exceptions, and continue review.
When to use it
- Find an invoice by number or counterparty
- Process items that need review
- Separate input and output invoice work
Before you begin
- Open the correct workspace
- Know the invoice direction when applying tax or withholding treatment
How to use it
- 01
Open Invoice library
Expand Invoices and select Invoice library, Input invoices, or Output invoices.
- 02
Filter the records
Search by invoice or counterparty and combine direction, status, date, and exception filters.
- 03
Open the required action
Choose View for confirmed records or Continue review for a draft or exception.
- 04
Resolve review items
Confirm the extracted details, tax treatment, attachments, and duplicate warnings before confirmation.
System screenshot
What happens next
The invoice is either confirmed for downstream accounting or left with a clear follow-up status.
Good to know
- EWT is handled on eligible input invoices; CWT is handled on eligible output invoices.
- A missing primary attachment blocks a complete review.