Navigating to the Invoices Page and Invoice Overview Tabs
From the left navigation panel, click Invoices.
This opens the full invoice management table where you can see all invoices across statuses.
a. All – Shows every invoice.
This section provides a comprehensive overview of all Invoices. Red-highlighted Invoices are currently in the QA tab.
b. QA – Contains Invoices that need to be reviewed and checked by the user/Plan Manager. Which the system has identified specific data fields within these Invoices that require your attention.
c. Approvals – Invoices pending approval steps.
includes all Invoices that are currently being processed for Participant approval. This includes Invoices ready to be sent for approval, those that have been sent to Participants for review, and those that have been rejected by Participants.
d. Ready – Invoices ready to be processed or submitted.
e. Hold – Invoices placed on hold.
Filter Bar & Search Tools
Use the top filter bar to quickly locate invoices by:
Search Fields
-Invoice Number
-Invoice ID
-Provider
-Participant
-Assignee
💡 Tip: You can click ‘Columns’ to select or unselect the columns you want to show or hide. This lets you view only the information you need.
You can also use the Filters option to display invoices that were manually uploaded and those with a Budget Warning.
User's visibility
You’ll be able to see which users are currently on this page by the initials displayed in the top-right corner.
You’ll also have visibility of:
Which user is currently viewing or editing the invoice
The last invoice you viewed
Simply hover your cursor over the initials to see more details.
Note : ALL Invoices sitting in the Invoices page will have a status of Received