Reviewing and Editing Payable Invoice Documents

To review the scanned payable document details with the “Failed” status:

  1. From the list view, click the scanned payable document number.
  2. Click Review & Edit to review and edit the document, as the scanned payable document details are displayed along the invoice document attachment received from the vendor.
  3. In the Scanned Payable Document section:
    1. Review and edit the payable invoices from here by verifying the values directly from the present invoice. For more information about the scanned payable document field, see Scanned Payable Document Fields.
  4. In the Scanned Payable Document Lines section:
    1. Use the search box above the grid to refine the displayed scanned document information and help you find the information you are looking for. You can search the scanned document information of any of the displayed columns.
    2. [Optional] Click Add Line or Delete Lines to add lines one by one or delete lines after selecting one or many on the scanned payable document lines.
    3. After selecting the lines for deletion, click Show Selected to view the number of lines selected. You can verify your selection, delete them, or click Back to Results to go back to the previous page.
  5. [Optional] Collapse the scanned payable document and the scanned payable document lines. If there is more than one page in the invoice or you want a better viewing experience, you can click Open in new tab to open the invoice in a new tab.
  6. Click Zoom Out or Zoom In to zoom in or zoom out the invoice document on the Review & Edit window.
  7. [Optional] Click Vertical View or Horizontal View to view the invoice document attached in the vertical view or horizontal view to the line item details.
  8. Click Confirm to save the changes. Click Save & Continue Later to save the current changes and continue editing the document. If it fails, it displays an error. Review the error and update.
  9. If you cannot preview the invoice, an error message is displayed stating that the format is incorrect. Click Open in the new tab to view the invoice in a new tab.