What Are We Trying to Accomplish?
Once you upload your invoices to SourceDay, or once your suppliers email in an invoice, the invoice will move to the Pending Processing tab for data extraction and matching. While the data is extracting the invoices will display a status of Pending Data Extraction. You will need to refresh your screen to see when your invoices have finished processing. The number next to pending processing is how many lines appear on the tab.
Understanding the View
This section is basically a traffic control center. It is letting you know that an invoice has come in, and then letting you know if there are any issues with the invoice that might cause it to not move forward. Depending on the size of the invoices this process can take several minutes to complete. When completed, the item will move under one of the invoice action tabs:
If there are additional corrections that need to be done prior to the invoice being able to move forward in the process, a failure reason and next steps will be added and visible in the Failure Reason column.
What Can I Do?
Correcting an Invoice with a Failure Status
When processing invoices, if a failure reason appears, that means that key pieces of data are not matching on the invoice and a correction will need to be performed in order to finish processing the invoice. Once you have found and performed the correction you will need to:
- Delete the invoice or invoices that you have corrections for
- Re-upload the new invoice by clicking on the New Invoice button on the main dashboard screen
Download - Downloads all of the invoices that you have selected
- Show Me How - Downloading Invoices from Views
Delete - Deletes the invoice from the AP platform
- Show Me How - Deleting Invoice Action from Views
View File - Views the invoice and the upload time and date
- Show Me How - View File Action from Views