Approver UI - Recurring Invoices

The Approver UI includes a dedicated section for managing recurring invoices. This view helps you review invoices that follow a recurring billing pattern and quickly decide whether the invoice should be approved, rejected, or reviewed further.

The recurring overview includes a graph that visualizes the invoice pattern. Each bar represents one invoice in the recurring series, making it easier to identify trends or irregularities.

Recurring invoices can occur at different intervals, for example: monthly, bi-monthly, quarterly, or annually. The graph visualizes this pattern by showing when invoices were received during each period.

In the example above, the graph shows invoices received over different periods (quarterly), making it easier to identify the recurring patterns and verify that the invoices follow the expected schedule.

You can interact with the graph to review invoices in more detail:

• Selecting the current invoice bar keeps you on the same page.
• Selecting a bar representing a previous invoice opens comparison mode.
• In comparison mode, the current invoice is displayed together with the selected previous invoice so that you can easily compare them.
  

Tip: Select a previous invoice in the graph to open comparison mode. Select Exit Comparison mode to return to the recurring overview.

The graph may also display warnings that highlight unusual patterns in the recurring invoices.

• These invoices look identical – This indicates that multiple invoices in the series have identical values.
  
• Invoice for a specific month is missing – Indicates that an expected invoice in the recurring pattern was not received.
  
• Unusually many invoices in a month – Indicates that more invoices than expected were received during a specific period.
  

To review additional insights about the recurring invoices, select the Summarise.

This opens the Invoice data – Key Insights window, which provides an overview of the recurring billing pattern.

The window includes two sections:

• Summary – A short explanation of the detected billing pattern and whether any anomalies or irregularities were identified.
• Additional Details – A detailed analysis of the invoices, including:
  • Periodicity of the invoices
  • Amount consistency
  • Outliers and exceptions
  • Notable invoices in the series

These insights help you understand the recurring invoice pattern and make approval decisions more efficiently.