Review queue

Approval process

When an invoice is considered reviewed and ready to export.

Approval confirms that an authorised person reviewed relevant data and findings for the intended purpose. It is not a general guarantee of legal or tax correctness.

Prerequisites

Critical errors must be decided, mandatory fields complete and totals plausible. Also verify target format, recipient and country profile.

Perform approval

Use the designated review action and approve only the current processing state. Resolve comments or open tasks first.

After approval

Create export, report or client sharing as a separate step. If a critical field changes, validate again and renew approval where necessary.