Reviewing invoices is limited to the consultant role. If you don’t see the Work Queue in your sidebar, your role doesn’t include invoice review.
See how many are waiting
The count beside Work Queue in the sidebar shows how many items need attention across your portfolio, invoices included. When it’s clear, nothing is waiting on you.Open invoices awaiting review
1
Open the Work Queue
Select Work Queue in the sidebar. It’s also your home page, so signing in lands you here.
2
Filter to invoice reviews
Set the Issue type filter to Invoice review (or Proposal review for proposals) to see only the documents waiting on your review. See Filter your Work Queue.
3
Open one to review it
Select a row, or Review →, to open the invoice and work through its review tabs.