Document details: layout overview

Opening a document from the overview takes you to document details. The page is divided into four regions.

The top section shows the fields captured from the invoice — supplier, document type, document number, dates, total amount, payment type, bank details, and any linked order number. For most approvers these fields are read-only; the shared service center populates them before the document reaches you.

Icon row (top right)

A row of small icons gives you access to:

Icon	What it opens
Email	Send email dialog
History (clock)	Activity history for this document
Notes (chat bubble)	Notes panel for @mentions and questions
Help (question mark)	In-app knowledge base
⋮ (three-dot menu)	Additional actions: attach documents, download PDF, and more

The notes and email icons turn green when there is existing content — a note thread or a sent email — so you can spot conversations at a glance.

Line table

Below the header, the line table shows the accounting lines for the invoice. Each line is tied to an account, cost center, and any other dimensions your organisation uses. At the bottom of the table, a balance row shows the Debit total, Credit total, and Discrepancy (deviation). The deviation should be 0,00; a non-zero value means the lines do not reconcile and the document is not ready to approve.

PDF preview

The right half of the page shows the original PDF sent by the supplier. Controls along the top of the preview let you zoom, download, change layout, and pop the PDF out to a separate window.

Approval flow strip

A horizontal strip at the bottom of the page shows every step in the approval flow. The current step is highlighted; completed steps are marked; upcoming steps are shown in sequence. Hovering over a step reveals the members of that group and their action history.

Action buttons

Directly above the document footer, three buttons let you act on the document: reject (red), forward (blue), and approve (green check).