Review findings

A finding is one check that flagged one invoice, together with the evidence behind it. Reviewing findings is the daily work in Invogi: for each one, you decide whether it is a real problem.

Who can do this

Owners, admins and analysts. Viewers can read findings but not record decisions. See Roles and permissions.

Review a finding

1. Open the queue

   Go to Findings. It shows findings that still need review; switch to All to include reviewed ones. Narrow the list with the filters: search, severity, finding type, decision status, date range, or company if you have several.

2. Open a finding

   Click a row. The finding opens in a panel next to the list, so you keep your place (on a phone it slides up from the bottom). Use Full page, New tab or Copy link at the bottom of the panel to open it on its own or share it.

3. Read the evidence

   Each finding explains what was checked and what was found:

   • a plain-language summary;
   • its severity, from info to critical;
   • the evidence: the actual values compared, such as both invoice numbers or the old and new bank account;
   • a recommended action, when there is one.

   For a suspected duplicate, click Compare invoices to see both invoices side by side, with differences highlighted and the original documents shown.

4. Record a decision

   Under Record a decision, choose one:

   Button	Choose it when
   Confirm issue	The problem is real. Don’t pay, or correct it first.
   False positive	The check got it wrong for this invoice.
   Accept risk	The problem is real, but you are paying anyway for a known reason.

   Add a review note (optional) explaining why. Notes are kept in the review history, which helps colleagues and auditors later.

5. Move on

   Saving keeps the same finding open so you can double-check it. Click Next open finding, or press n, when you are ready for the next one.

Keyboard shortcuts

Key	Action
j / k	Next / previous row
n	Next finding that still needs review
Esc	Close the panel (if you are typing a note, the first Esc leaves the note field)

Does reviewing change the invoice’s decision?

No. An invoice’s PASS, REVIEW or BLOCK decision is a fixed record of what the checks found. Your reviews are tracked alongside it: the invoice list shows “2 open” while findings remain, and Reviewed ✓ once none are left. That way you can always see both what Invogi flagged and what your team decided.

Share the work

Assign a finding to a teammate from its panel. To assign new findings automatically, for example every bank-account change to your AP lead, set up routing rules.