Clearer invoice review, validation, and Return to AP

Invoice review now shows clearer actions for intermediate and final checks, line coding, approvals, returns, export recovery, PDF splitting, matching, and unfinished Tasks.

What changed

Review and validation

At intermediate review steps, Submit for Review moves the invoice to the next review step. At the final step, Fix exception or Fix N exceptions opens the remaining issues. Read Resolve validation issues for the current review actions.

Code line items

Set line type now asks for confirmation when a change would clear populated values. The line editor also offers Review view and Table view. See Edit invoice data and coding and Review an invoice.

See approval status

The invoice list includes an Approval column with pending-approver details when they apply. See Find and manage invoices.

Return work to AP

Return to AP asks for a reason and is available once review has progressed. It starts a fresh review path, including when no field edit is needed. See Understand invoice and export statuses and Approve or return an invoice.

Get export recovery emails

The Failed exports email preference is off by default and helps you hear about an export that needs recovery. See Manage your profile and notifications.

Review multi-invoice PDFs

The page-first editor lets you review invoice pages, drag to reorder, use the scissors between pages, and choose Duplicate page, Remove page, or View full page preview. See Review a multi-invoice PDF.

Compare purchase-order lines

The matching view can show purchase-order line quantity and unit price when your company setup includes them. Related-record chips can also provide connected context in the invoice workspace. See Review invoice matching and Review an invoice.

Finish task work

When you finish the current task, Tasks wraps back to earlier unfinished work instead of ending the session. See Work from Tasks.

How this affects you

The available actions depend on the review step, your access, and your company setup. A confirmation lists the values that would be cleared before a line-type change applies. Matching details and approval information appear when the connected records and current assignment provide them.

What to do next

Open the workflow article for the action you need, then review the invoice after saving or returning it. If you want email notice of export recovery, turn on Failed exports in your notification preferences.