Documents

1. Here: Use sample document – supplier invoice v1, observed source USD 120 (Demo).
2. Plans & reports (example week Oct 5–11, 2026): Submit for review, then approve the original plan R1. It records invoice v1 / USD 120.
3. Back here: select the invoice, Add version – corrected v2, observed USD 132 (Demo).
4. Plans: original R1 still shows snapshot source v1 / USD 120; nothing in an issued plan changes.
5. Enter an amendment reason, Create amendment draft, set the planned invoice amount to 132, then submit for review.
6. Approve the amendment R2. R1 is preserved in Plan history.
7. Switch to Report: create, review and approve a report, then Export report PDF.

Planned amount = value written in the plan. Observed source = amount on the invoice document. They can differ until a plan is amended.