> ## Documentation Index
> Fetch the complete documentation index at: https://help.liftai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Take action on a spending item

> How to approve, flag, or open the related invoice from the Spending view.

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.

<Note>
  Editing and acting on invoices is limited to the **consultant** role. Other roles can view Spending but cannot take review actions.
</Note>

## 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](/invoices/invoice-review-actions).

## 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:

<Steps>
  <Step title="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.
  </Step>

  <Step title="Delete">
    Removes the invoice or proposal.
  </Step>

  <Step title="Download (finalized items only)">
    **Download Stamped Invoice** (or **Download Stamped Proposal**), and **Download with Supporting Data**, produce a stamped copy of a finalized item.
  </Step>
</Steps>

<Note>
  A row marked as **processed by AI** was auto-uploaded and may need verification — review it for accuracy before acting.
</Note>

## Related

* [Review your maintenance and repair spending](/spending/review-spending)
* [Review an invoice](/invoices/review-an-invoice)
* [Understand the AI invoice review](/invoices/ai-invoice-review)
* [Why isn't AI invoice review available?](/invoices/ai-review-availability)