Batch Review of Invoices


MineralTree now offers the functionality to batch review a selection of invoices. Users can now select multiple invoices from the Invoices list to review page-by-page without being returned to the Invoices list between viewing each invoice.

The Post/Pay dropdown menu contains a new option called ‘Review.’


Select the Review option. All invoices in the list will be available for selection. Select a batch of invoices to review and click the green arrow button to begin the review process.


The Invoice Details page of the first invoice in the selection will appear. Upon making any necessary changes to the invoice and clicking ‘Save’ or ‘Pay,’ you will automatically be navigated to the next invoice in the selection. When the last invoice in the selection has been reviewed, you will be returned to the Invoices list.

You can also use the ‘Previous’ and ‘Next’ arrows to navigate between invoices in the selection.



At any point in the review process, you can return to the Invoice list by clicking the ‘Return’ button as before.

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