Summary
Learn how to open bulk review for invoices that need approval, then select and approve multiple invoices at once.
This article covers:
About bulk review and approval
Bulk review lets you process multiple invoices from one screen. Instead of opening each invoice individually, you can review key invoice details in a table, select the invoices you want to action, and then apply a bulk action.
Review invoices in bulk
This is the fastest path into bulk processing.
Open Invoice Automate > From the dashboard, open X invoices that need to be approved
On the invoice review screen, select Bulk Review (top-right)
Tip: The Invoices that need to be approved screen shows a list of invoices on the left and an invoice preview in the centre. This is helpful when you want to spot-check details before switching to bulk review.
Bulk Review displays invoices in a table, allowing you to quickly scan and compare them.
In the bulk review table, review the invoice columns, such as:
Ref number
Property address
Creditor
Amount ($)
Due date
Tenancy invoice
Description
(Optional) Use the column headers to sort invoices (for example, by due date or creditor)
(Optional) Change how many invoices you see:
Select Show: x records (top-left) and choose a value (20, 40, 60, 100)
(Optional) Use the pagination controls at the bottom of the table to move through pages of invoices
Select the checkbox next to each invoice you want to action
To select all invoices currently shown, select the select-all checkbox in the table header
Select one or more invoices in the Bulk Review table
Select Approve (top-right)
The selected invoices are approved in Invoice Automate with a single action.
File invoices without approving
Use File Only when you want to keep a record in Invoice Automate but not proceed with approval (for example, if the invoice is already paid or is a duplicate).
Select one or more invoices in the Bulk Review table
Select File Only (top-right)
The invoice remains stored in Invoice Automate as a record but is not approved for payment processing.
Delete invoices you don’t need
Use Delete to remove invoices from the approval list.
Select one or more invoices in the Bulk Review table
Select Delete (top-right)
Deleted invoices move to the Recycle Bin, where you can restore them if needed or permanently delete them. Retention duration is 90 days.