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Reviewing an Invoice

The invoice detail page is where you review what the AI extracted, make corrections, resolve notices, and prepare the invoice for approval. This page walks through every section of the detail view.

To open the detail page, click any invoice in the invoice list.

Document Viewer (Left Panel)​

The left side of the screen shows the original invoice document. You can:

  • Zoom in and out to see fine details or get a full-page view.
  • Scroll through multi-page documents.
  • Navigate pages using the page controls at the top of the viewer.

The document viewer stays in sync as you review the extracted fields on the right, so you can always compare the AI's output against the source document.

Extracted Data (Right Panel)​

The right side shows all the data the AI extracted from the invoice. Fields are organized into sections.

Header Fields​

These are the top-level invoice details:

  • Vendor -- The matched vendor. Click to view vendor details.
  • Invoice Number -- The invoice number extracted from the document.
  • Invoice Date -- The date the invoice was issued.
  • Due Date -- The payment due date.
  • Payment Terms -- Terms like Net 30, Net 60, Due on Receipt.
  • Currency -- The currency of the invoice.
  • Subtotal, Tax, Total Amount -- The financial totals.

Confidence Indicators​

Fields where the AI is unsure are highlighted in yellow. A tooltip appears when you hover over the field, prompting you to review and verify the value against the original document.

Fields without a highlight are ones the AI is confident about.

tip

Focus your review on yellow-highlighted fields first. These are the ones where the AI is least certain and most likely to need a correction. Unhighlighted fields are usually accurate but worth a quick glance.

Editing Fields​

Click any field to edit it. A text input appears where you can type the corrected value. Press Enter or click away to save.

Your corrections are saved immediately and also improve future AI accuracy for invoices from this vendor. See How AI Extraction Works for details on how the AI learns from your edits.

Line Items​

Below the header fields, you will find the line items table. Each row represents a line item on the invoice with the following columns:

  • Description -- What was purchased or provided.
  • Quantity -- Number of units.
  • Unit Price -- Price per unit.
  • Amount -- Total for the line item.
  • GL Account -- The general ledger account code. See GL Coding.
  • Dimensions -- Dimension values (department, project, cost center, etc.). See Dimensions.

Editing Line Items​

Click any cell in the line items table to edit it. For GL accounts and dimensions, use the dropdown selectors to pick from your configured values.

Adding and Removing Line Items​

  • To add a line item, click the Add Line Item button below the table.
  • To remove a line item, click the delete icon on the right side of the row.

AI Summary​

Near the top of the detail page, you will see an AI-generated summary badge. This is a brief plain-language description of what the invoice is for, such as "Monthly IT support services for January 2026."

The summary helps you understand the invoice at a glance without reading the full document.

Matching Panel​

The matching panel shows how this invoice relates to purchase orders and receipts:

  • Suggested matches with confidence scores.
  • Matched POs and their details.
  • Matched receipts and their details.
  • Match status (matched, partially matched, unmatched).

For a full explanation of matching, see Matching Invoices to POs and Receipts.

Notices​

If the AI detected any issues with this invoice, they appear in the notices section. Common notices include:

Each notice has a description and an action you can take to resolve it. For the full list of notices, see Notices Overview.

Audit Log​

The audit log tab shows the complete history of changes made to this invoice:

  • Who made the change.
  • What field was changed.
  • The old value and the new value.
  • When the change was made.

This gives you a full trail for compliance and troubleshooting purposes.

Comments​

Use the comments section to add internal notes for your team. Comments are visible to all users who have access to this invoice.

Comments are useful for:

  • Flagging something for a colleague to look at.
  • Adding context about a correction you made.
  • Noting that you contacted the vendor about a discrepancy.

Learn More​

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