Configure Invoice Reviews

Access the Award Management Settings site to view, create, and edit invoice review processes. Invoice reviews assign default review trees that are triggered when an invoice meets a specified funding threshold.

This page describes how to configure invoice reviews in the Award Management Settings site.

View invoice reviews

From the navigation pane, click Invoices under the REVIEWS section.

The invoice reviews grid lists all existing reviews with their threshold amount, status, and last modified date. Use the search field to find a specific review.

• Click for a review to view its modification history.
• Click a review name to view and edit its review tree.

Create invoice reviews

1. From the Invoice Reviews page, click Plus iconADD REVIEW.
2. Enter a Review Name.
3. Select the Operation. Operation contains relational operators such as < and =; and is dependent on the threshold amount to trigger a review based on the amount.
4. Enter the Threshold Amount to define the invoice amount that qualifies for the review process.
5. Add review groups:
   1. Click Review Group to add a group to the review.
   2. Configure the review group details:
      • Precedents: Select review groups that must complete their review before this group begins.
      • Assigned Group: Select the group responsible for the review.
      • Duration: Enter a number indicating how long the review takes to complete.
      • Duration Unit: Select Hours, Days, or Weeks.
      • To remove a review group, click .
6. Click ADD REVIEW.

Edit invoice reviews

1. From the Invoice Reviews page, click the review name to edit.
2. Edit the Review Name, Operation, Threshold Amount, or Status as needed.
3. Add or remove review groups and update review group details as needed.
4. Click SAVE CHANGES.

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