Using the review queue

The Review queue shows invoices from all your clients that still need review. The number in the menu shows how many items are waiting.

Steps

1. Click Review queue in the menu.
2. Optionally filter by client, type or status: Needs review, Processing, Failed or Done.
3. Click Start review to go through the invoices one by one, or click Review booking on a single invoice.
4. Check the proposed booking and adjust where needed.
5. Several invoices from the same client are fine? Select them and click Mark reviewed.

Useful actions

• Open in journal – open the invoice in the client's purchase or sales journal.
• Open client workspace – go to the client's administration.
• Reclassify – let the AI process the invoice again.
• The queue refreshes itself every few seconds; Refresh does it immediately.

Good to know

• In a client's journals each invoice shows Needs check, Auto-classified or Checked.
• Approving or overriding AI classifications requires the right permissions (by default Owner and Senior Accountant).
• You can only mark invoices reviewed for one client at a time.

Still stuck?

• The invoices to review could not be loaded? Click Refresh.
• Invoices stay on Failed, even after Reclassify? Ask for a colleague in the chat and name the client and invoice number.

Updated on: 28/09/2026