Review provider invoices

Compare imported provider invoices with jobs and accounting records.

What this guide covers

Compare imported provider invoices with jobs and accounting records. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.

Exact step-by-step process

1. Open Provider Invoices.
2. Filter by provider/external invoice/reference.
3. Compare lines/totals to linked external jobs and sync log.
4. Resolve duplicates or mapping issues before posting external payments.

Fields, choices and supported possibilities

This action uses the values already stored on the selected source record. Review that record before continuing.

Code-backed validations and workflow rules

• Provider invoice import is capped at 1,000 records per payload.
• Provider and external identities protect reconciliation.

Expected result and verification

• The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.

Security, audit and operational checks

• Use the exact record and least-privilege role before changing any state.
• Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
• Use protected document and image routes rather than exposing server filesystem paths.
• Keep customer, driver, provider, financial and credential data within the authorised workflow.
• For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.

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