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Version: Current

Review and submit the invoice

Goal: Check the invoice details and submit it for approval​

Time: 1-2 minutes
You'll need: An invoice already uploaded to Zudello
Outcome: An invoice submitted for approval

Step 1: Open the invoice​

  1. Find your invoice in Ready or User Review status
  2. Click to open it

Open the invoice

Step 2: Review the information​

  1. Check the original document preview on the right
  2. Verify the extracted information matches the original, especially:
    • Document number
    • Issue date
    • Due date
    • Supplier details
    • Document total

Review the information

Step 3: Complete line coding​

  1. For each line:
    • Verify or select the appropriate stock code
    • Check the description is correct
    • Complete any required dimension fields (e.g., department, location)
    • Verify quantities and prices

Code the invoice

Step 4: Review and submit​

  1. Check all required fields are completed
  2. Verify the document total matches the original invoice
  3. Click Save and submit

Submit the invoice

All done!​

And just like that, you've reviewed and submitted your first invoice!

Your invoice has been submitted for approval and will follow your organisation's approval workflow.

→ Next: Track the invoice through approval​

Tips and tricks​

  • Review the original document carefully before submitting
  • If line items don't match the original, adjust them to ensure accuracy
  • Contact your organisation administrator if you encounter any validation errors