When an invoice is missing the information you need to decide — a work order, a service report, or clarification on a charge — use Request Data to send it back instead of approving or rejecting it on incomplete information.
This action is limited to the consultant role.
Request more data
Open the invoice and select Request Data in the action toolbar at the bottom. Unlike the other review actions, there’s no intermediary form — the invoice is sent back as soon as you confirm.
The invoice then moves to the Pending Data status, which flags that it’s waiting on missing or incomplete information. Once the requested information arrives, the invoice loops back to Pending so you can finish your review.
Request Data is hidden on adjusted (child) invoices — those linked to an original invoice. It’s only available on standalone invoices.
Request data vs. open a dispute
Use Request Data when the problem is missing information on your side — you need more documentation before you can decide. The invoice stays in your queue and returns to Pending once the data is in.
Open a dispute when you’ve reviewed the charge and need to push back to the vendor and negotiate it. See Dispute an invoice charge.
After the data arrives
When the invoice is back in Pending, review it and record your decision with Approve, Reject, or Partial. See Approve, reject, or partially approve an invoice. 