What Are We Trying to Accomplish?
*Changes are coming. Keep reading for sneak peek of Invoice Automation updates at the end of this article.
Sometimes invoices are processed manually in your ERP or fall into the Voucher Exceptions / Failed Voucher views and we want to move the invoice to the appropriate status in SourceDay once you've verified it in your ERP system. The Mark as Vouchered action allows you, the accountant, to move the invoice to the Vouchered view if the invoice is actually in a vouchered status within your ERP system.
- Available for: Awaiting Receipt, Mismatched, Matched, Voucher Exceptions, and Failed Vouchers views
How Do I Do It?
1) Click the blue lightning bolt dropdown on the invoice line
2) Select Mark as Vouchered
3) You will see a success message once the invoice has moved into the Vouchered view