Review Compliance Docs

  1. Open an invoice from the Commitments, Invoicing, or Payments tool.

  2. Click the Compliance tab.

  3. In the Compliance Documents card, locate a compliance document in the In Review status.

  4. Click Review.

    review-compliance-doc-on-invoice.png
    This opens a preview window for viewing the document and its details.

  5. Click one of these buttons:

    • Request Revision. Click to request a revision. This opens a window where you can enter a reason for your request. Then click the Request button to send the request to the payee's invoice contact.
      OR

    • Approve. Click to approve the document.

Add Compliance Docs
Delete Compliance Docs