Audience: Accounting Manager
Summary: Reviews how to review a batch of selected invoices at a single time instead of one by one.
MineralTree offers the functionality to batch review a selection of invoices. Users can select multiple invoices from the Invoices tab to review page-by-page without being returned to the Invoices list between viewing each invoice.
Typically to filter the invoices you want to review, you'll use the Advanced Search.
Once you're in the Advanced Search, typically the invoices you want to review will still be in Draft status, but you can filter however you need to.
Now your invoices are filtered and you can select the "Review" option from the drop down.
The invoices can now be selected to review. Select the invoices you wish to review and then click the green arrow button to review.
The Invoice Details page of the first invoice in the selection will appear. Upon making any necessary changes to the invoice and clicking ‘Save’ 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.