Document View Controls

The Document View page contains a number of functions. This sections briefly outlines each of these with links to further information where applicable.

Return to main menu - Returns to the IRIS Invoice Matcher Home page. You lose any unsaved changes without warning.

Skip Document - Skips the current invoice and opens the next invoice for verification.

Save Document - Saves the changes to the current invoice. This does not progress the invoice.

Hold Document - Puts the invoice on hold. When the Hold button is clicked, a prompt displays asking for the reason the invoice is on hold. You are unable to edit an invoice that is on hold. For more information, please see Add or Remove an Invoice from Hold.

Unhold Document - Releases the invoice from hold so that it can be edited and progressed. For more information, please see Add or Remove an Invoice from Hold.

Request Information - Request more information from someone regarding this invoice. For more information, please see Request Further Information when Verifying an Invoice.

Reject Document - Rejects the current invoice and stops it being progressed further. For more information, please see Rejected Invoices.

Delete Document - Deletes the current invoice. You need to give a reason for deleting the invoice. This is useful if an unwanted image has been uploaded with an invoice.

Print Document - Opens the current document in a new window so you can print it.

Invoice - Displays invoice information fields. These must all be verified before the invoice can be processed.

Information - Displays information about the document, such as status and the filename.

Attachments - Allows you to add attachments to the invoice.

Comment - Allows you to add a comment to the invoice. This can be useful if you want to mark an invoice as urgent or note other issues.

History - View the history of the invoice.