Reviewing an invoice in MediusGo means approving the delivery of the goods/services to which the invoice refers, its quantity, and price. It is up to each customer to define the type of control that the factual review should entail.

Review can be carried out at all stages except the approval and control stages.

There are three ways to review an invoice.

In the WorkQueue window

If you have an invoice in the Review step in your personal queue and you want to review the whole invoice without making any corrections, check the checkbox on the left side of the list, several invoices can be selected at the same time. Then click on the Approve button below the invoice list. 

This means that your signature is applied for review on all coding rows and the invoice is sent on for approval. If the system cannot determine who should approve the invoice or if there are any other doubts, a message will be displayed. You can read more about this in the article Batch management.

Review per coding row

Open the invoice and tick the checkbox with the heading R to the right of the amount field on each coding row. Select all rows by clicking on the heading. If you also want to approve the invoice, these boxes are activated and can be checked at the same time.

Review the entire invoice

Review can also be performed at the invoice level via the checkbox Review invoice below the coding rows.

This means that all existing coding rows on the invoice are automatically reviewed and that all coding rows created on the invoice are then automatically reviewed by the person who reviewed them at the invoice level.

Review at invoice level can thus be performed even on invoices that at the time of review completely lack coding rows.