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When the AI invoice review (or your own check) turns up a charge that doesn’t match the contract, you can open a dispute to challenge it with the vendor. This is the first step in the dispute funnel: open the dispute here, then draft and send the dispute email, and track the vendor’s response.

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Who can dispute, and when

Disputes are a consultant workflow. You open and manage them from the invoice’s Dispute tab.
A dispute can only be initiated before the invoice is approved. Once an invoice is approved, it can no longer be disputed — the Dispute tab shows “Disputes Not Available” with the message that disputes must be initiated before an invoice is approved. A dispute you opened earlier and resolved stays viewable in read-only form even after the invoice is approved.
Open the dispute before you approve the invoice. If you’ve already approved it and later find a problem, you can’t start a dispute against it.

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Open a dispute

1

Open the invoice and go to the Dispute tab

Select the invoice, then choose the Dispute tab. The tab is available on invoices that have not yet been approved.
2

Review the summary and the AI suggestion

With no dispute open yet, the tab shows a Review Summary (invoice number, property, vendor, and the proposed amount) alongside an agent suggestion banner. The banner is often driven by the AI invoice review findings.
3

Start the dispute

Use the suggested action in the banner to open the dispute. Opening it generates a draft email for you in the next step.
You don’t have to compose anything from scratch. Opening a dispute moves straight into a pre-filled, AI-drafted email — see Draft and send a dispute email.

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The dispute lifecycle

A dispute moves through a small set of states:
  • Active — the dispute is open and you’re preparing or reviewing communication with the vendor.
  • Awaiting vendor — you’ve sent an email and the panel is monitoring for a reply. Active and awaiting-vendor flip back and forth as messages go out and replies come in.
  • Resolved — the dispute is closed with an outcome (for example, a credit was issued or an adjusted invoice was received). See Resolve a dispute.
  • Withdrawn — you chose to drop the dispute without a vendor-side resolution. See Withdraw or reopen a dispute.
When a dispute needs attention, the Dispute tab shows a red dot so you can find it quickly. The dot appears for any active dispute, and for an awaiting-vendor dispute that’s gone 10 or more days since the last contact. When a vendor has replied to an active dispute, the dispute header also shows an Action Needed chip so you know the response is waiting on your review.

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Next steps