Invoice detail page and analysis

From the Invoices list you can upload new invoices, open an invoice to see its details, view matched analysis when the invoice is linked to a contract, and go to Contract Detail from the linked contract.

Upload and open invoices

• Upload invoice – On the Invoices page, use Upload invoices (upload icon in the toolbar) to add one or more invoice PDFs. The system ingests them and may match them to contracts; new invoices appear in the list.
• Search and Edit fields – Use the Search box to find invoices by supplier, invoice number, contract title, or status. Use Edit fields to choose which columns appear and sort by clicking column headers.
• Click an invoice – Click a row in the table to open the invoice detail page for that invoice.

Invoice detail page

• Header – Vendor, invoice number, date, amount, status, and linked contract (if any).
• Linked contract – If the invoice is linked to a contract, the contract title appears as a link. Click the contract title to go to the Contract Detail page for that contract. From the invoice detail you can also unlink or change the linked contract if you have permission.
• Invoice information – Full details (payment terms, currency, etc.) are shown in the Invoice Information section.

Matched analysis

• When an invoice is linked to a contract, the invoice detail page can show Matched Analysis: the system compares the invoice to the contract and may flag supplier mismatches, scope or financial-term mismatches, and other discrepancies.
• Recommendations – Based on the analysis, the page may suggest actions (e.g. reject the match, locate the correct contract, or avoid paying against the wrong budget). Use this to verify matches and correct linking.
• If you don’t see an Analysis section, the invoice may not be linked yet.

Use Invoices in the sidebar to return to the list, or click the Back button on the detail page.