The Review area is a work queue for transactions that need attention.
What Appears In Review
Review can surface transactions that are:
- Unassigned.
- Associated with inventory.
- Associated with a project.
- Missing details.
- Pending a decision.
The list is organized by bucket so you can focus on one area at a time.
How To Use Review
Use Review to:
- Find transactions that need cleanup.
- Open a transaction and confirm its project or inventory assignment.
- Search pending transactions.
- Sort review work by date.
- Resolve unassigned or incomplete records.
Empty State
If Review says everything is caught up, there are no pending transactions in the review queue.