Acting on invoices is limited to the consultant role. Consultants review vendor billing on behalf of building owners. Other roles can view spending but cannot take review actions.
Find invoices assigned to you
Open your Work Queue and set the Issue type filter to Invoice review to see the invoices waiting on you. Each row shows the invoice, its property, the value at stake, and how long it’s been waiting; select one to open it. See Find invoices awaiting your review. If nothing is waiting, no invoice-review items appear in your Work Queue.Understand invoice statuses
An invoice moves through these statuses as it is reviewed:
Approved, Partial Approval, and Rejected are final statuses. A finalized invoice can be reopened with Undo Final Stamp, which returns it to Pending. See Approve, reject, or partially approve an invoice.
Read the review tabs
An open invoice has several tabs. The default tab depends on where the invoice is in its lifecycle: while an invoice is still being worked on you land on AI Review, and once it is finalized you land on Overview instead, since the decision is already made.1
AI Review
Shows the AI’s recommended decision, a confidence level, identified savings, and analysis findings tied to the contract. See Understand the AI invoice review. This tab appears when AI invoice review is enabled for your account.
2
Overview
Shows the invoice details — amounts, property, service provider, and line items.
3
Notes
Reviewer notes and the review history for the invoice. See Add notes and attachments to an invoice.
4
Attachments
The invoice PDF and supporting documents, including linked work orders and service reports. See Add notes and attachments to an invoice.
5
Dispute
Where you raise and track a dispute with the vendor over a charge. This tab appears when dispute management is enabled. See Dispute an invoice charge.