Before we go crazy throwing you into the product, let's dip our toes in starting with a picture of the different paths your invoices can take through the product:
Each one of these stages has a tab within the Invoice Automation product so that you can easily understand where your invoice is in the process. Keep in mind, we will be going into these as we go through the guide, this is just meant to introduce you to the concepts. The links are there to dive deeper if you're interested, or you can float at this level for a bit before taking the plunge. For now, let's take a look at what each tab represents in the process.
Tabs Related to Uploading
- Dive Deeper - Uploading Invoices into the SourceDay Invoice Automation Application
- Dive Deeper - Enabling Suppliers to Send Invoices Directly to SourceDay
Pending Processing - Invoices in this view have just been uploaded into SourceDay or are Invoices that do not meet the requirements for processing. Items with Parsing Errors will appear on this tab.
- Dive Deeper - Understanding The Pending Processing Tab
Tabs Related to Processing
Needs Review - Invoices in this view need an additional look as the invoice and PO lines/releases are not clearly connected.
- Dive Deeper - Understanding The Needs Review Tab
Awaiting Receipt - Invoices in this view are waiting on the receipt in order to complete 3 way matching.
- Dive Deeper - Understanding The Awaiting Receipt Tab
Mismatched - Invoices in this view are orders where the 3 way matching is not quite lining up.
- Dive Deeper - Understanding The Mismatched Tab
Matched - Invoices in this view are matching as expected and ready to be vouchered.
- Dive Deeper - Understanding The Matched Tab
Tabs Related to Payment (or Non-Payment)
Vouchered - Invoices that were vouchered through the match and mismatched tabs.
- Dive Deeper - Understanding The Vouchered Tab
Voided - Invoices that have been voided.
- Dive Deeper - Understanding The Voided Tab
Voucher Errors are comprised of: Voucher Exceptions - vouchers that seem to have not made it from SourceDay to the ERP and Failed Vouchers - vouchers where the push to the ERP failed.
- Dive Deeper - Understanding The Voucher Exceptions Tab
- Dive Deeper - Understanding The Failed Vouchers Tab
Posted - Invoices that have posted to your ERP.
- Dive Deeper - Understanding The Posted Tab
Paid - Invoices that have been paid from your ERP.
- Dive Deeper - Understanding The Paid Tab
Whew! - I Know That Was a Lot - Now Onto The Time Savers - Getting Started with Invoice Automaton - How to Get Invoices into SourceDay