> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/approvals/review/review-envelopes.md).

# Review an envelope

See which envelopes are waiting on you, then review an envelope's receipts in one scroll and approve or reject them one at a time or all at once.

The **Envelopes** view on the Review page lists the envelopes holding receipts you can see, and envelope review lets you work through one envelope's receipts in a single scroll. Anyone who opens the page from **Approvals > Review** or **Approvals** in the sidebar sees the Envelopes view, but only approvers on the production, including escalated approvers, can review an envelope.

{% hint style="info" %}
If your company has the Envelopes view turned on for approvals, the Review page opens on it whenever an envelope holds receipts you can see.
{% endhint %}

## Read the Envelopes view

**Transactions**, on the **Envelopes** / **Transactions** toggle, shows the **Needs Approval** and **Needs Submission** tabs covered in [Review and approve transactions](/approvals/review.md).

The banner sums up what's waiting on you, such as "3 receipts to review, 1 to submit, 1 to re-escalate, across 2 envelopes.", or says "Nothing in an envelope is waiting on you." When receipts outside envelopes are also waiting on you, it adds "2 waiting on you aren't in an envelope." with **See them in Transactions**.

Select **Waiting on you** to list only envelopes with receipts sent to you or waiting for you to send on, submit or re-escalate, or **All envelopes** to list every envelope. When the first list is empty, it says "No envelopes are waiting on you." with **Show all envelopes**.

| Column                 | What it shows                                                                                  |
| ---------------------- | ---------------------------------------------------------------------------------------------- |
| **Envelope**           | The envelope's name.                                                                           |
| **Next Approval Step** | The most urgent step any receipt is at. Point at it to see how many receipts are at each step. |
| **Waiting on**         | Who has to act next, including escalated approvers.                                            |
| **Action needed**      | Your buttons, or **Waiting on others** or **Done**.                                            |
| **Waiting since**      | When the oldest open receipt started waiting.                                                  |
| **Created By**         | Who made the envelope, or **You**.                                                             |

## Act on an envelope from the list

The **Action needed** column shows a button for each kind of work waiting on you:

* **Review N** opens envelope review for the N receipts you can approve or send on. It reads **Can review N** when you can approve them but none is waiting on you by name.
* **Submit N** opens **Needs Submission** filtered to the envelope. It ends with **· for** and a first name when you created the envelope and are sending that person's receipts on for them. See [Submit transactions for approval](/approvals/review/submit-for-approval.md).
* **Re-escalate N** opens **Needs Submission** filtered to the envelope, for receipts an escalated approver rejected. See [Escalate for additional approval](/approvals/review/escalate.md).

On a screen narrower than 768px, **Review** opens the **Transactions** view filtered to the envelope instead: **Needs Approval** with **You can approve** selected, or **Needs Submission** if the receipts only need sending on.

## Start envelope review from Needs Approval

1. Open the **Needs Approval** tab, on the **Transactions** view if the page shows the toggle.
2. Choose an envelope in the **Envelope** filter.
3. Select **Review envelope**.

**Review envelope** stays greyed out until you choose an envelope.

## Review receipts in one scroll

Envelope review lists every receipt in the envelope that's waiting on you: ones sent to you, ones you can approve, and ones you approved but haven't sent on. The list is set when you open it, so a receipt later removed or hidden from you shows **Removed or no longer visible to you**. If the envelope isn't available to you, or nothing in it is waiting on you, the page says so, with **Back to Approvals**. Receipts load ten at a time as you scroll, or select **Load N more**. The list ends with **End of envelope** and **Back to Approvals**.

The header holds **Approvals** (back to the Review page), the envelope's name, "N flagged by AI review", **Send to**, the keyboard shortcuts button, **Escalate Entire Envelope**, **Reject all…** and **Approve all (N)**. **Send to** sets the next approver for every receipt you haven't set one for, listing only approvers who can take them all.

Each receipt shows its backup, the attached document, on the left. When it has extra documents, select **Show** next to **+N additional documents**. On the right:

* "n of N", the status, **AI flagged**, a shield icon with **Escalated to** and each escalated approver's answer, and **Open**.
* The vendor and total, plus **Local Total** when the local amount differs.
* The coding. If you can edit it, change it in place: edits save as you go, showing **Saving...** then **Saved!**, or **Not saved** with **Retry** when a custom field doesn't save. Otherwise, and once you've decided, the line items are read-only and lines with no category or account show **Uncoded**. See [Code transactions](/transactions/transactions/code-transactions.md).
* Fields that have a value: **Purchase Order**, **Issued**, **Due date**, the document number (such as **Invoice #**), **Card**, custom fields, **Tax credit**, **Created by**, **Vendor address** and **Notes**.
* AI findings, with each rule's reason and any rules it **Couldn't check**. Approving clears the flag. See [Write AI approval rules](/approvals/rules.md).
* The latest approval event. Select **History** for the full log.

Owners, Super Admins, highest-level approvers and the person a receipt was sent to can edit its coding.

## Approve, send or reject one receipt

Each receipt shows the action that fits your turn:

* **Approve & send**, with **Send to** for the next approver, when more approvers follow you.
* **Approve** when no approver follows you, or you're an escalated approver.
* **Send**, with **Send to**, when you've approved it but haven't sent it on. When no one is next, **Send** is greyed out and you finish in full view.

To reject a receipt:

1. Select **Reject**.
2. If an earlier approver already approved it, choose who it goes back to in **Return to**: the uploader, marked **(uploader)**, or an approver with their level, such as **(level 1)**.
3. If you want, type why in **Reason for rejecting**. The label names the person it's sent to.
4. Select **Reject and return to** followed by their first name.

**Reject** is greyed out on receipts you created if you're a highest-level approver. Pointing at it shows **Transactions created by highest level approvers cannot be rejected**. Receipts you've approved but not sent on have no **Reject**.

After you decide, the receipt shows **Saving…**, then fades with a green edge for an approval or a red edge for a rejection. If someone else acts on it first, it shows **No longer waiting on you**.

## Escalate a receipt

If your production has escalated approvers and you're in the receipt's approval chain, receipts you haven't approved yet show **Escalate**, or **Escalate to** and a name when there's only one escalated approver. The header has **Escalate Entire Envelope**. A receipt an escalated approver rejected can't be approved here, and shows **Re-escalate**, **Re-escalate to** and a name, or **Re-escalate in full view** instead. What each button does is in [Escalate for additional approval](/approvals/review/escalate.md).

## Approve or reject the whole envelope

1. If you want, choose an approver in the header's **Send to**.
2. Select **Approve all (N)** or **Reject all…**.
3. Check the window. When approving, it shows the count and total, and "Each goes on to its Send-to approver." when receipts go on to more approvers. When rejecting, it says who each receipt goes back to, with **Return to** when every receipt shares an earlier approver.
4. If you want, type in **Note (added to each approval)** or **Reason (sent with each one)**.
5. Select **Approve N** or **Reject N**.

The window covers only receipts you haven't decided, says how many are left out and why, and, when approving, how many are flagged by AI review. Approving leaves out receipts rejected by an escalated approver, or with no one to send them to. Rejecting leaves out receipts you've approved but not sent, and ones you created as a highest-level approver.

When the save finishes, you're back on the Review page. If it fails, you stay in the envelope, and a message says what was saved and, when approvals couldn't be sent on, to use **Send** on each receipt.

## Open a receipt in full view

1. Select **Open** on the receipt.
2. Use the document viewer and the transaction side panel, as on **Needs Approval**. See [Review and edit a transaction](/transactions/transactions/edit-a-transaction.md) and [Send and approve transactions](/transactions/transactions/approve-transactions.md).
3. Select **Back to envelope (n of N)**, or press Esc, to return.

## Use keyboard shortcuts

Point at the header's keyboard button to see this list.

| Keys         | Action           |
| ------------ | ---------------- |
| J or Shift+↓ | Next receipt     |
| K or Shift+↑ | Previous receipt |
| N            | Next undecided   |
| F            | Next AI flagged  |
| O or Enter   | Open full view   |
| Esc          | Back to envelope |

Shortcuts don't work while you're typing in a field or a window is open.

{% hint style="warning" %}
Envelope review needs a screen at least 768px wide. On a narrower screen, a link into envelope review shows that message with **Back to Approvals**, and the **Review envelope** button is hidden.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://knowledge.rollcredits.io/approvals/review/review-envelopes.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.