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Hold Bill Review
Hold supplier bill reviews when corrected invoice emails arrive
Use this Agent instantly or customize it - no programming needed
- Corrected invoice emailCorrected invoice email
Your supplier's labeled email identifies the earlier invoice and starts the review.
- Corrected invoice PDFCorrected invoice PDF
Your supplier's revised PDF provides the new invoice number and amount.
- Invoice email threadInvoice email thread
Your supplier's email thread helps connect the correction to the earlier invoice.
- Bill review taskBill review task
Your pending review task shows the old invoice, current status, and earlier decision.
- Matching and escalation rulesMatching and escalation rules
You choose how to match suppliers and invoices, and who handles unclear cases.
- Earlier review resultEarlier review result
Your earlier result shows whether this bill and corrected invoice version were handled already.
Your email service alerts the Agent to corrected invoices and provides each PDF and thread.
Your task management app shows the earlier decision and keeps the bill review on hold with the correction linked.
- Unresolved match detailsUnresolved match details
Your payables person gets the exact facts that prevent a safe match.
- Bill review holdBill review hold
Your review task shows an on-hold status while the correction awaits a decision.
- Invoice change commentInvoice change comment
Your review task links both invoices and the earlier decision, with the change explained.
This Agent reads a labeled supplier email and its corrected invoice PDF. It checks the pending review and earlier decision. It holds the review with the correction and earlier decision linked.
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GmailUsed as:
- Email service
Gmail alerts the Agent to corrected invoices and provides each PDF and thread.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook alerts the Agent to corrected invoices and provides each PDF and thread.
AirtableUsed as:
- Task management app
Airtable shows the earlier decision and keeps the bill review on hold with the correction linked.
ZoomUsed as:
- Email service
Zoom alerts the Agent to corrected invoices and provides each PDF and thread.
Zoho MailUsed as:
- Email service
Zoho Mail alerts the Agent to corrected invoices and provides each PDF and thread.
KintoneUsed as:
- Task management app
Kintone shows the earlier decision and keeps the bill review on hold with the correction linked.
Made for your industry
Hold Bill Review is made for businesses in these industries.
- Retail
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Hold client bill reviews when suppliers send corrected invoices.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Hold Bill Review is made for people in these roles.
- Accounts Payable Clerk
Hold the bill review and link the supplier's corrected invoice.
Show all Agents for the Accounts Payable Clerk role - Bookkeeper
Hold a client's bill review when a corrected invoice arrives.
Show all Agents for the Bookkeeper role - Accounting Manager
Hold bill review when a supplier replaces the invoice under review.
Show all Agents for the Accounting Manager role - Accounts Payable Manager
Keep a corrected supplier bill from passing its earlier review.
Show all Agents for the Accounts Payable Manager role - Finance Manager
Pause bill review and link the corrected invoice to the earlier decision.
Show all Agents for the Finance Manager role
Made for your department
Hold Bill Review is made for people in these departments.
- Finance
Hold a bill review when a supplier replaces its invoice.
Show all Agents for the Finance department - Accounts Payable
Hold supplier bill reviews and show the corrected invoice.
Show all Agents for the Accounts Payable department - Accounting
Link a corrected invoice to the earlier bill decision and hold review.
Show all Agents for the Accounting department
How Hold Bill Review works
4 steps, in order, on every run.
-
Read the corrected invoiceRead the labeled email and corrected PDF. Find the replaced invoice in the thread.
-
Find the pending reviewRead the linked task and earlier invoice. Check the current status and prior decision.
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Compare invoice detailsCompare the old and corrected invoice numbers and amounts. Leave unclear matches pending for the payables person.
-
Hold the bill reviewMark the review on hold. Note the change alongside both invoice links and the earlier decision.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Airtable.
6 tools
- Connect the chosen client or company account and the bill review area.
- Set the permitted supplier and invoice matching rule and the person who resolves exceptions.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Hold Bill Review:
You connect the company account and bill review area. You choose the matching rule and who resolves exceptions.
The bill stays pending, and your payables person gets the exact unresolved details.
Your review stays clear of duplicate notes. The Agent checks for an earlier result for the same bill and corrected invoice version before writing.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
Agents related to Hold Bill Review
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9 toolsYour reviewers see what changed since the last approval and get the revised order for a fresh decision.
