How to Comment and Mention an Employee in the Charted AP Inbox

The quick answer

In the Charted Invoice Automation Inbox shown here, find the invoice in For Review, open its row's pencil control and choose Comments. Enter a reminder and click the send arrow. For an employee mention, type @, choose the employee from the picker, complete the message and send it. Verify the posted entries and their relative times. In this walkthrough, both posts leave the item in For Review. No vendor bill creation or approval submission is demonstrated.

Person and operating-company names in these screenshots are fictional example data. Use the invoice and employees relevant to your work.

Before you start

This procedure applies where the Charted Invoice Automation Inbox is installed and available to the role. The role must be able to open the selected item and post comments. The person you want to mention must be available in the employee picker. Navigation and controls depend on your installed version and role.

This example uses Redwood-PO-61482.pdf from Redwood Industrial Supply. An earlier comment asks Maya Chen to confirm the receipt for its purchase order. The existing Urgent label is context; this procedure does not add or change a label.

Here, “invoice” refers to the document in Charted’s Inbox. An unprocessed Inbox document is not necessarily a saved native NetSuite vendor bill.

Keep the item in For Review while the question is outstanding. The Ready pill is an intake label in this workspace. It does not establish that a vendor bill is approved or ready for payment.

01. Open the invoice's comments

Find the invoice in For Review and click the pencil in that row. Check that the document title in the side panel matches the selected invoice.

The selected row shows Redwood-PO-61482.pdf and owner Alex Morgan; the full image includes its pencil control. — Check the document name before opening the pencil in that row.

Choose Comments and read the existing receipt question. Confirm the invoice context before adding a new entry.

Redwood-PO-61482.pdf is open on Comments, with the existing question asking Maya Chen to confirm the receipt for the purchase order. — Read the existing discussion on the selected invoice.

02. Post a reminder

Enter Return to this invoice tomorrow. in the comment composer. Click the send arrow at its lower right. Text in the composer is still a draft until you send it and a new entry appears.

The comment composer contains Return to this invoice tomorrow., with the send arrow at its lower right. — Send the completed reminder, then check the new discussion entry.

Wait for the reminder to appear with Alex Morgan as its author and a relative posting time. The composer clears after posting. If the entry does not appear, check the posting result before assuming it was saved.

03. Select and post an employee mention

Type @ in the composer. Choose Jordan Blake from the employee picker. Then complete the message: @Jordan Blake Please take a look at this.

Typing @ opens an employee picker above the comment composer, with Jordan Blake available for selection. — Select the intended employee from the picker before completing the request.

Click the send arrow and wait for the entry. Check the selected employee mention, message text and relative time.

The invoice discussion shows the original receipt question, the posted reminder and @Jordan Blake Please take a look at this., each with a relative time. — Verify both new entries on the same invoice. The cleared composer and retained For Review item are visible in the full image.

Finish with the invoice still in For Review. The observed result is the posted discussion. Check any employee response or notification delivery separately before relying on it.

Common questions

Does posting a comment submit the invoice for approval?

This walkthrough posts discussion on an unprocessed Inbox item. The observed result leaves it in For Review; no bill creation or approval submission is demonstrated. Check the item's processing state and any vendor bill's approval status separately.

Does the employee mention prove an email was delivered?

The visible mention confirms the posted text in this discussion. It does not establish email delivery, that the employee read it, or that they responded. Verify those outcomes separately.

Can an external email reply return to this thread?

This walkthrough does not test external replies. Do not assume an email reply is added to the Inbox discussion. Check the behavior of your installed version and the actual thread.

Does Ready mean the bill is approved?

Ready is the intake pill shown in this installed Inbox. The invoice remains in For Review here. Check a vendor bill's approval status and approval history before treating it as approved or eligible for payment.

What if I cannot see Comments or the employee picker?

Check the Charted installation and version, enabled Inbox functionality, invoice access and role permissions. Also check that the intended person is available in the employee list. A missing control does not prove that the invoice has been submitted or approved.

Will these comments appear on a saved bill?

This guide verifies comments while the item is still in the Inbox. It does not test carrying them onto a saved bill. Confirm that behavior for your installed version before relying on it.