The Review & Issues tab of the Finance hub lists the transactions that have something open: an issue from the payment approval rules, an unlinked line, a missing cost type.

Read the issue

Each transaction shows its issues with the reason in plain words, for example "This invoice has no matched PO reference", "Line exceeds the live PO remainder: line 1,200, available 900, overdraw 33%", or "This invoice appears to duplicate transaction #482".

Issues have a severity:

  • Info: noted, does not stop anything.
  • Warning: shown to the approver, who can approve anyway.
  • Block: the transaction cannot be selected for approval until the issue is resolved.

Resolve

Depending on the issue:

  • Link the line to the right purchase order, or add the committed cost that was never recorded.
  • Add the missing cost type.
  • Delete a duplicate, or mark it as a genuine second invoice.
  • Request a correction from the supplier.
  • Waive the issue with a note when it is correct as it is (for example a legitimately old invoice).

Then choose Retry validation. When no block remains, the transaction moves to Approval.

Missing approvers

When a project has no operational approvers configured, a transaction gets stuck waiting. Tubes notifies the person who flagged it, and the project owner sets the approvers under Project team. See How approval works.