Get every invoice checked before it reaches payment.
Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.
Give your team a clear way to review incoming invoices, follow up on missing details, spot potential duplicates, and make approval decisions in line with your policy.
Actual availability depends on published steps, supported connections, permissions, and provider approval.
“Review the invoice’s key details, confirm the amounts add up, check for an existing invoice with the same number, and determine whether an authorized person needs to approve it.”
Clear tasks, with review where it matters.
- Gather the invoice details
- Follow up on missing information
- Check for a duplicate
What this workflow could do
Guides finance staff through invoice review—from capturing the important details to checking for issues and recording the outcome.
Keep exceptions and approval decisions visible so your team knows what is ready to proceed and what still needs attention.
How the idea could work
Select an illustrative task to explore its proposed role. No workflow runs here.
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Review the invoice PDF and capture the supplier, invoice number, invoice and due dates, currency, line items, and payment details.
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Check that required details are present. Ask the supplier to clarify or provide anything missing before the invoice moves forward.
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Compare the invoice number with your existing records. If a matching invoice may already exist, flag it for finance to review.
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Confirm that the subtotal, tax, and total are consistent. Set aside discrepancies for a person to investigate.
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Review the invoice category, payment timing, and any risk concerns to decide whether it needs extra attention.
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Follow your approval policy. Request an authorized person’s decision whenever an invoice requires one, and keep the outcome recorded before finance proceeds to payment.
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Update the invoice record with its review and approval status, then notify the people responsible for any remaining follow-up.
Gather the invoice details
Review the invoice PDF and capture the supplier, invoice number, invoice and due dates, currency, line items, and payment details.
Proposed setup considerations
These are planning notes for the concept, not instructions for a currently available template.
- 01
Agree on required invoice details
Decide which supplier, invoice, date, amount, and payment fields your team needs before review can begin.
- 02
Set approval responsibilities
Document your approval limits, identify authorized approvers, and agree how exceptions should be handled.
- 03
Prepare the invoice register
Choose the fields your team uses to track invoices, possible duplicates, review status, and approval decisions.
- 04
Walk through sample invoices
Have finance review routine invoices and examples with missing details, mismatched totals, duplicates, and approval exceptions.
Published templates and verified customer availability remain pending.
A little less busywork.
A little more room for you.
Explore the sample experience while launch details are being finalized.
View pricing status Explore the simulation