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Bills and payables

Open the private source during bill document review

Compare the uploaded file with the draft before saving.

Updated 2026-11-11

Review bill document keeps the private source alongside the fields being prepared. Use Open source to inspect the actual document before accepting the reader's suggestions. Check the supplier, document number, dates, currency and all amounts against that source.

Opening the source requires the current source and draft access checks. If the browser prevents the new tab from opening, allow the requested source tab and try again. A blocked tab is different from a document that was successfully opened but is unreadable.

If the source cannot be opened, resolve the access or loading issue before confirming that you checked it. The suggested fields are not a replacement for the source, especially when a line amount, tax value or document direction is uncertain.

Saving the reviewed draft records the draft and its source attachment. It remains unissued and available for ledger mapping and the existing issuance workflow. Keep that boundary clear: opening or reading a file does not establish that the supplier obligation has been posted or that the supplier has been paid.

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