Once your invoice images have been uploaded, it will be in Processing for at least 24 hours before being moved to the Done or Action Needed column.
Invoices that have been moved to the Action Needed column are documents that either can't be processed or requires additional information.
This article will walk you through the various reasons for Action Needed invoices and what the next steps required to take.
This will be flagged out if the exact same file is uploaded
Do a quick check to the existing file and delete the duplicate if everything else is in order.
While we appreciate photos of your dogs and cats, unfortunately, we are unable to process them. The same goes for Credit Notes, Delivery Orders, Statements of Accounts, etc.
Delete them or process credit notes manually (Link)
Shaky hands do happen to the best of us, but this also means the invoice is unable to be processed.
Delete, retake and upload.
Imagine trying to cook Chicken Rice with no chicken available - Similarly, with no key “ingredients”, we are unable to process the invoices. Key information are as follows:-
Product Unit Price
Invoice Number (not applicable to handwritten or supermarket receipts)
Re-upload the invoice image with all the key information.
Invoices with more than one page were not fully uploaded and all pages could not be found in the system.
Re-upload all the pages of the invoices and it will be merged on our end.
Pen marks on the invoices commonly occur when the delivery was not received in completion or produce were rejected. Nonetheless, go ahead and upload the invoices, it will be digitized and flagged out in Action Needed.
Double-check against the image and edit as necessary. Click Process when done.
There might have been a calculation error on some of the products or grand total.
Check and edit as necessary. Click Process when done.
Same invoice but a different file.
Delete as necessary.
The key information matches against an already processed invoice but our system picked up some differences in the description/ quantity / amount.
Check against the processed invoice and delete / process accordingly.