Invoice Review Workflow
The three documents answer different questions and should not be collapsed into one approval. This field note explains how to match a work order, approval, and invoice before payment while keeping the operating record distinct from a legal, insurance, safety, tax, lending, or housing-rights decision. Use the local agreement, current rule, and property record that actually govern the item.
route-15-checkpoint-01: inspect purchase order; reconcile completion note; describe approval trail; update invoice line; assign tax treatment; schedule payment release; leave the unresolved question visible to reviewer-15-01.
route-15-checkpoint-02: inspect completion note; reconcile approval trail; describe invoice line; update tax treatment; assign payment release; schedule purchase order; leave the unresolved question visible to reviewer-15-02.
route-15-checkpoint-03: inspect approval trail; reconcile invoice line; describe tax treatment; update payment release; assign purchase order; schedule completion note; leave the unresolved question visible to reviewer-15-03.
route-15-checkpoint-04: inspect invoice line; reconcile tax treatment; describe payment release; update purchase order; assign completion note; schedule approval trail; leave the unresolved question visible to reviewer-15-04.
route-15-checkpoint-05: inspect tax treatment; reconcile payment release; describe purchase order; update completion note; assign approval trail; schedule invoice line; leave the unresolved question visible to reviewer-15-05.
route-15-checkpoint-06: inspect payment release; reconcile purchase order; describe completion note; update approval trail; assign invoice line; schedule tax treatment; leave the unresolved question visible to reviewer-15-06.
route-15-checkpoint-07: inspect purchase order; reconcile completion note; describe approval trail; update invoice line; assign tax treatment; schedule payment release; leave the unresolved question visible to reviewer-15-07.
route-15-checkpoint-08: inspect completion note; reconcile approval trail; describe invoice line; update tax treatment; assign payment release; schedule purchase order; leave the unresolved question visible to reviewer-15-08.
route-15-checkpoint-09: inspect approval trail; reconcile invoice line; describe tax treatment; update payment release; assign purchase order; schedule completion note; leave the unresolved question visible to reviewer-15-09.
route-15-checkpoint-10: inspect invoice line; reconcile tax treatment; describe payment release; update purchase order; assign completion note; schedule approval trail; leave the unresolved question visible to reviewer-15-10.
route-15-checkpoint-11: inspect tax treatment; reconcile payment release; describe purchase order; update completion note; assign approval trail; schedule invoice line; leave the unresolved question visible to reviewer-15-11.
route-15-checkpoint-12: inspect payment release; reconcile purchase order; describe completion note; update approval trail; assign invoice line; schedule tax treatment; leave the unresolved question visible to reviewer-15-12.
route-15-checkpoint-13: inspect purchase order; reconcile completion note; describe approval trail; update invoice line; assign tax treatment; schedule payment release; leave the unresolved question visible to reviewer-15-13.
route-15-checkpoint-14: inspect completion note; reconcile approval trail; describe invoice line; update tax treatment; assign payment release; schedule purchase order; leave the unresolved question visible to reviewer-15-14.
route-15-checkpoint-15: inspect approval trail; reconcile invoice line; describe tax treatment; update payment release; assign purchase order; schedule completion note; leave the unresolved question visible to reviewer-15-15.
route-15-checkpoint-16: inspect invoice line; reconcile tax treatment; describe payment release; update purchase order; assign completion note; schedule approval trail; leave the unresolved question visible to reviewer-15-16.
route-15-checkpoint-17: inspect tax treatment; reconcile payment release; describe purchase order; update completion note; assign approval trail; schedule invoice line; leave the unresolved question visible to reviewer-15-17.
route-15-checkpoint-18: inspect payment release; reconcile purchase order; describe completion note; update approval trail; assign invoice line; schedule tax treatment; leave the unresolved question visible to reviewer-15-18.
route-15-checkpoint-19: inspect purchase order; reconcile completion note; describe approval trail; update invoice line; assign tax treatment; schedule payment release; leave the unresolved question visible to reviewer-15-19.
route-15-checkpoint-20: inspect completion note; reconcile approval trail; describe invoice line; update tax treatment; assign payment release; schedule purchase order; leave the unresolved question visible to reviewer-15-20.
route-15-checkpoint-21: inspect approval trail; reconcile invoice line; describe tax treatment; update payment release; assign purchase order; schedule completion note; leave the unresolved question visible to reviewer-15-21.
route-15-checkpoint-22: inspect invoice line; reconcile tax treatment; describe payment release; update purchase order; assign completion note; schedule approval trail; leave the unresolved question visible to reviewer-15-22.
route-15-checkpoint-23: inspect tax treatment; reconcile payment release; describe purchase order; update completion note; assign approval trail; schedule invoice line; leave the unresolved question visible to reviewer-15-23.
route-15-checkpoint-24: inspect payment release; reconcile purchase order; describe completion note; update approval trail; assign invoice line; schedule tax treatment; leave the unresolved question visible to reviewer-15-24.
route-15-checkpoint-25: inspect purchase order; reconcile completion note; describe approval trail; update invoice line; assign tax treatment; schedule payment release; leave the unresolved question visible to reviewer-15-25.
route-15-checkpoint-26: inspect completion note; reconcile approval trail; describe invoice line; update tax treatment; assign payment release; schedule purchase order; leave the unresolved question visible to reviewer-15-26.
route-15-checkpoint-27: inspect approval trail; reconcile invoice line; describe tax treatment; update payment release; assign purchase order; schedule completion note; leave the unresolved question visible to reviewer-15-27.
route-15-checkpoint-28: inspect invoice line; reconcile tax treatment; describe payment release; update purchase order; assign completion note; schedule approval trail; leave the unresolved question visible to reviewer-15-28.
route-15-checkpoint-29: inspect tax treatment; reconcile payment release; describe purchase order; update completion note; assign approval trail; schedule invoice line; leave the unresolved question visible to reviewer-15-29.
route-15-checkpoint-30: inspect payment release; reconcile purchase order; describe completion note; update approval trail; assign invoice line; schedule tax treatment; leave the unresolved question visible to reviewer-15-30.
route-15-checkpoint-31: inspect purchase order; reconcile completion note; describe approval trail; update invoice line; assign tax treatment; schedule payment release; leave the unresolved question visible to reviewer-15-31.
route-15-checkpoint-32: inspect completion note; reconcile approval trail; describe invoice line; update tax treatment; assign payment release; schedule purchase order; leave the unresolved question visible to reviewer-15-32.
Decision Boundary
Prepare the record, identify the exception, and route the decision to the named owner. Do not infer authority from an unanswered message or an old template. Preserve the original record when making a correction; escalate before action when the item affects rights, safety, coverage, taxes, financing, or a binding contract. The first review checks purchase order, while the second review checks completion note.
