AR Invoice Details & AR Line approvals

Short Description AR Invoice Details is where Hive9 captures incoming invoices and matches them to accruals. AR Lines are the matched records that need approval to reverse accruals. This article walks through the flow.

What this article answers

The AR Invoice Details grid and what it shows.
How AR Lines get created.
The AR Line approval flow.

What AR Invoice Details is

AR Invoice Details is the queue of incoming invoices that need to be matched against existing accruals, PRs, or Line Items.

Invoices can land here from:

Direct entry — finance users record an invoice manually.
Integration — your finance system pushes invoices to Hive9.
AP system feed — bulk loads from your accounts-payable platform.

[SCREENSHOT NEEDED — AR Invoice Details grid with pending invoices]

What you see on each AR Invoice line

Invoice number — from the source system.
Vendor.
Amount.
Date received.
Linked Tactic / Line Item / PR / Accrual — the matched record(s).
Status — Pending Match, Matched, Approved, Posted.

How AR Lines are created

When an invoice matches an existing accrual, PR, or Line Item, Hive9 creates an AR Line:

One AR Line per match.
The AR Line carries the invoice's amount, date, and source link.
The AR Line is the bridge that reverses the accrual and posts the actual transaction.

Matching can be automatic (when amounts and references align cleanly) or manual (a finance user reviews and links the invoice to the right Tactic / Line Item).

The AR Line approval flow

AR Lines go through their own approval cycle:

AR Line created — Hive9 produces the line with proposed match.
Submitted for approval — the AR Line enters the approval pipeline (per the workflow assigned).
Approver reviews — opens the AR Line, sees the invoice, the matched record, and the amounts. Decides whether the match is correct.
Approved — the accrual is reversed and the invoice becomes the recognized transaction. Rejected — the AR Line returns for re-matching or correction.

The approval flow ensures that no automatic match goes through unreviewed. Most organizations require human review on AR Lines above a certain amount.

What to check before approving an AR Line

Vendor matches — invoice vendor matches the accrual's expected vendor.
Amount matches — within acceptable variance.
Tactic / Line Item matches — the spend lands on the right activity.
Period matches — the invoice belongs to the period the accrual recognized.
No duplicate match — the invoice isn't already linked to another open accrual.

If anything looks off, reject and re-match, or contact the finance team for clarification.

Common questions

What if an invoice doesn't match any accrual? The invoice can still be recorded as a standalone transaction — it doesn't require a matched accrual to post. Use this path for ad-hoc or unforeseen invoices.

Can I approve AR Lines in bulk? Some instances support bulk AR Line approval through the Honeycomb / Workspace Control Panel. Confirm what's available for your role.

Who can approve AR Lines? Eligibility is governed by the workflow assigned to AR Lines plus team-level Can Approve permission. Typically a finance lead role.

Does AR Line approval show in My Approvals? Yes — like Tactic and PR approvals, AR Lines surface on My Approvals for eligible approvers.

What happens after the AR Line is approved? The accrual reverses, the invoice's transaction posts to the Finance Budget, and the AR Line moves to a completed state.