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 Page to review in a queue without being returned to the Invoices Page.
You can refine your view by leveraging the Advanced Search filter.
Once you're in the Advanced Search, you can filter by any of the dimensions available or by Unreviewed Invoices.
Now your invoices are filtered and you can select the "Review" option from the action drop down.
The invoices can now be selected for review individually or in bulk.
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 queue. When the last invoice in the selection has been reviewed, you will be returned to the Invoices Page.
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 Invoices Page by clicking the ‘Return’ button as before.