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Reviewing Purchase Invoices

After an invoice is uploaded (and, if applicable, analyzed by AI), it lands in your queue in Draft or Needs Review status. The Review dialog is where you check the extracted data, make corrections, and either save your changes or approve the invoice so it becomes Confirmed.

Opening the Review Dialog​

Click any invoice in the Purchases table to open it for review. The dialog adapts to your screen size:

  • Desktop (≥1024px): split layout with the invoice preview on one side and the editable fields on the other.
  • Tablet: tabbed layout — Edit Invoice and Attachments tabs.
  • Mobile: single-column form with attachments listed below.

Traversing Pending Invoices​

When you open the dialog from the list, Shaari pre-loads the pending queue (all Draft and Needs Review invoices) so you can walk through them one after another without going back to the table.

  • Previous / Next arrows in the header move between invoices in the queue.
  • Each invoice you approve is removed from the queue immediately and will not be presented again in that session, even if you close and reopen the dialog.
  • The queue respects any sort and filter options you set in the dialog header.

Auto-advance​

The Auto-advance toggle in the dialog footer controls what happens after you press Save or Save & Confirm:

  • Toggle off (default): the dialog closes after the action completes.
  • Toggle on: the dialog moves to the next pending invoice in the queue automatically.

Your preference is remembered across sessions — turn it on once and it stays on next time you open Shaari.

Attachments Preview​

Invoices that were uploaded from a file (PDF, image, HEIC) come with attachments you can preview side-by-side with the form.

  • If the invoice has attachments, the preview opens alongside the form on desktop, or is available under the Attachments tab on tablet.
  • If the invoice has no attachments (for example, a manually created invoice), the dialog opens as a single, narrower form with no empty preview space. Use the Attachments button in the dialog header to reveal the preview panel when you want to view or upload a document.

After Approval​

When you click Save & Confirm:

  1. Your changes are written.
  2. The invoice moves to Confirmed status.
  3. The invoice is removed from the pending queue immediately.
  4. The dialog advances to the next pending invoice, or closes if the queue is empty.

If you only pressed Save (with auto-advance off), you can continue editing the same invoice or close the dialog manually.