When accessed through the Variance or Paysheets Scoreboard, the Document Tab is read-only. Users can view the full lifecycle of the invoice: Requested, Sourced, Received, Invoiced, and Work History, but cannot make any edits.

When accessed through the Assign to Me widget, the Invoiced Scoreboard within the Document Tab becomes editable. This allows users to actively update and manage the invoice throughout the reconciliation process. All other sections: Requested, Sourced, Received, and Work History remain read-only for reference.

Invoices that contain variances follow a more complex, multi-step path:

Unassigned → Assigned → Drafting → Variance Detected → Reconciled Assigned → Reconciling → Reconciled → Invoiced

After entering the Drafting phase, if a variance is detected, the invoice is flagged and transitions into reconciliation. It is then reassigned for resolution, enters Reconciling, and once all discrepancies are addressed and validated, it moves to Reconciled and finally to Invoiced.

This process ensures that all variances are resolved accurately, maintaining financial integrity and compliance across invoice transactions.

Document Tab

• View paysheet scoreboards
• Assign Variance action
• View Invoice feature
• View Item action

Attachment Tab

• View attachments uploaded to document
• Upload documents

Document Tab

• View paysheet scoreboards
• Unassign Variance action
• Start Reconciling
  • More info below
• Bulk Reconcile feature
  • More information on Paysheet Document Tab section
• View Invoice feature
• View Item action

Attachment Tab

• View attachments uploaded to document
• Upload documents

Document Tab

• View paysheet scoreboards
• Cancel Variance action
• Finalize Reconciliation action
• Bulk Reconcile feature
  • More information on Paysheet Document Tab section
• View Invoice feature
• View Item action

Attachment Tab

• View attachments uploaded to document
• Upload documents

Document Tab

• View paysheet scoreboards
• View Item action 

Attachment Tab

• View attachments uploaded to document
• Upload documents

When a variance appears during the reconciliation phase, it will be highlighted with a yellow badge in the Reconciler panel. This yellow badge signals that action is needed.

To start reconciling:

1. Click the yellow badge – This opens the Quick Resolution popover.
2. Choose how you want to reconcile the variance – Make your decision and save it.

Once you save your resolution:

• The document status will immediately change to Reconciling.
• The badge will update from yellow to green, indicating that the variance has been successfully reconciled.

The Quick Resolution popover makes it easy to resolve variances during reconciliation. You can access it during two document statuses:

• Reconciler Assigned (Yellow badge)
• Reconciling (Blue badge)

Once a document is Finalized, the popover will no longer be available.

Visit the What the Badge Colors Mean in the Badges in Paysheet Document Section for additional information. 

As long as the document is in either Reconciler Assigned or Reconciling, the quick resolution popover can be accessed,

Users can click on any of the badge colors: yellow, blue, green - to make a new decision or change the previous resolution. 

Resolution Options for Price & Quantity

• Accept Invoice
• Accept Receipt
• Accept Source
• Accept Requested
• Other – Choose this to enter your own custom resolution note.

For additional information on the Resolution Badge Indicators, please visit the article. 

Resolution Options for Terms: Freight, Discount, MISC, Tax, Use Tax

• Accept Invoice 
• Accept Source 

For additional information on the Resolution Badge Indicators, please visit the article. 

1. Click the badge (yellow, blue, or green).
2. Select your resolution from the dropdown.
3. Click Save.

Once saved:

• The document status updates if needed.
• The badge will turn green to reconciled.

1. Click the badge (yellow, blue, or green).
2. Select a new resolution from the list.
3. Click Save – this will update the resolution for the variance.

You can change the resolution at any time while the document is in Reconciler Assigned or Reconciling status.

1. Click the green badge (Reconciled).
2. In the Resolution dropdown, click the “X” next to the selected decision to remove it.
3. Click Save – this will clear the resolution and update the variance status.

Once saved:

• The badge will change from green to blue, going from Reconciled to Reconciling, pending a new resolution.