Review
What it's for
Review is the office decision queue for work that must stop until a person approves it. This release connects one of the ten approved Review sources: prebill invoices. The screen always labels that coverage as prebill-only and keeps the nine unconnected sources visible, so an empty list is never presented as an all-source clear.
Reach it from the pinned Review entry in the sidebar or the Review phone
tab, at /review.
Tabs
The screen has no tabs. Prebill is the one available source filter and is shown as selected. Other approved Review sources are not connected in this release.
Panels and controls
- Search prebill review matches the invoice title, reason, source label, branch name, or branch code.
- Rules and bounds opens the separate Automations rules screen. Review does not replace Automations activity or history.
- Each ranked row shows the held invoice total, owning branch, date it entered Review, and the update snapshot that protects the decision from stale data.
- Approve and send approves the invoice represented by that exact snapshot. The first amount-ranked row carries the one emphasized action; remaining actions are secondary.
- A successful decision removes the row and confirms whether the invoice was sent or had already been handled. A rejected or stale command leaves the row in place and explains the failure.
- Empty, loading, failed, unauthorized, and unconnected-source states all keep the prebill-only coverage statement visible. Failed loading never substitutes sample rows for tenant data.
What it accepts
The queue does not create or edit invoices. Items arrive from the invoice prebill approval source, and the screen accepts only a search query or an approval decision.
| Input | Format | Required | Rule |
|---|---|---|---|
| Search | Free text | No | Filters only the currently loaded prebill rows |
| Decision | Approve and send | Yes, to act | Uses the queue ID plus the expected approval and invoice update timestamps |
If another process has already changed the approval or invoice, the stale snapshot is refused instead of approving different data from what was shown.
How to configure it
Use Automations → Rules for the rules and bounds that produce review work. The Review screen itself has no configuration controls. Connecting the other nine approved source families is outside this prebill-only release.
Who can see it
This screen sits behind the Review area.
Owners, office managers and dispatchers can open it. Technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.