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The Spending view is where you find an invoice or proposal, but the decisions — approve, reject, partially approve, or request more data — happen inside the invoice itself. This article shows how to get from a spending row to those actions.
Editing and acting on invoices is limited to the consultant role. Other roles can view Spending but cannot take review actions.

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Open an item to act on it

Select any row in the Spending table to open that invoice or proposal. From there you can read its details and decide how to act. The decision actions — Approve, Reject, Partial, and Request Data — are taken on the open invoice, not from the Spending table itself. For what each one does and when to use it, see Approve, reject, or partially approve an invoice.

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Actions available from the table row

Each row’s action menu (the ⋮ at the end of the row) offers, depending on the item’s state:
1

Edit

For an invoice that isn’t finalized, Edit opens its details for correction. Once an invoice is finalized, this becomes Edit Stamped Invoice, which reopens the recorded decision.
2

Delete

Removes the invoice or proposal.
3

Download (finalized items only)

Download Stamped Invoice (or Download Stamped Proposal), and Download with Supporting Data, produce a stamped copy of a finalized item.
A row marked as processed by AI was auto-uploaded and may need verification — review it for accuracy before acting.