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Invoice Approval

Overview​

The Invoice Approval section allows Account Managers to review and manage invoices submitted for processing within the Sensible Care platform. This section provides a centralised workspace for validating invoice information, monitoring invoice statuses, creating invoices when required, and progressing invoices through the approval workflow.

To access this section, click Invoice Approval from the left-hand navigation menu.

Invoice Status Filters​

The Invoice Approval page organises invoices into different status categories, allowing Account Managers to quickly filter and review invoices based on their current processing stage.

The available filters include:

  • All — Displays all invoices available for review.
  • Submitted — Displays invoices that have been submitted and are awaiting review.
  • Approved — Displays invoices that have been successfully approved.
  • Return — Displays invoices that have been returned for further updates or corrections.
  • Rejected — Displays invoices that have been rejected during the review process.
  • Paid — Displays invoices that have been successfully processed and paid.

These filters enable Account Managers to efficiently manage invoices throughout the approval lifecycle.

Reviewing Invoice Details​

Selecting an invoice from the list displays the invoice details for review. Account Managers can review provider information, client information, invoice values, AI-generated matching results, and supporting invoice data to verify the accuracy of the submitted information before taking further action.

The Refresh option can be used to retrieve the latest invoice information, while the Create Invoice option allows Account Managers to manually create a new invoice when required.

Creating an Invoice​

The Create Invoice function allows Account Managers to manually create invoices within the Sensible Care platform when required. To create an invoice, select the Create Invoice tab and enter the required invoice information, including the supplier or provider name, client information, invoice ID, invoice date, and invoice line items.

Additional line items can be added using the Add Row option to accurately capture the services being invoiced. Once all required information has been entered, the platform automatically calculates the invoice totals based on the values provided. Before submitting the invoice, Account Managers should review the entered information to ensure it is complete and accurate, supporting efficient invoice processing and approval.

Uploading Invoice Files​

The Upload PDF / CSV tab allows Account Managers to create invoices by importing invoice information from supported PDF or CSV files instead of entering the information manually.

After the invoice file has been uploaded, the platform extracts the available invoice information and populates the corresponding fields. Account Managers can review the extracted data, modify any fields if corrections are required, and verify that the invoice details are accurate before submitting the invoice for further processing. This feature helps reduce manual data entry while ensuring invoice information is complete and accurate prior to progressing through the invoice approval workflow.