Audience: Accounting Manager
Summary: Reviews how to review a batch of selected invoices at a single time instead of one by one.
MineralTree allows you to review multiple invoices at once instead of one by one. From the Invoices Page, you can select multiple invoices and place them in a queue for review without being sent back to the Invoices page each time.
You can narrow your list by using the Advanced Search filter.
In Advanced Search, you can filter by any available dimension or choose Unreviewed Invoices.
Once filtered, select the Review option from the action drop-down menu.
Invoices can be reviewed individually or in bulk.
The Invoice Details Page for the first invoice will open. Make any needed changes, then click Save. MineralTree will automatically move you to the next invoice in the queue. After the last invoice is reviewed, you’ll return to the Invoices Page. You can also use the Previous and Next arrows to move through the invoices.
At any time, click the Return button to go back to the Invoices Page.