Invoices overview
Turn supplier invoices (PDF or image) into checked data and send them to SoftOne. Sending needs an organization administrator.
Sidebar → Invoices:
- Extract (
/invoices/extract): upload files. - Invoices (
/invoices): the work queue of every invoice, with a tab and count per stage.
Stages
| Stage | What it means | What to do |
|---|---|---|
| Reading | The document is being read. Usually under a minute. | Nothing. You can leave the page. |
| Needs review | Read, but something needs checking or fixing. | Open it, fix the fields, save. |
| Ready to send | Read with no issues. | Send it to SoftOne, one by one or in bulk. |
| Sending | Sent and waiting for SoftOne's answer. | Nothing. |
| Sent | SoftOne accepted it. The invoice is locked. | Nothing. Void it if it was a mistake. |
| Problem | It could not be read, SoftOne rejected it, or it is unclear whether SoftOne received it. | See Troubleshooting. |
| Voided | Kept for the record, never sent again. | Nothing. |