Invoice modules

Field statuses for invoices

Note that there are also other types of statuses. (More info.)

When you verify invoices using the Invoice Verify module, each field has a symbol that shows its status.

	The field has been extracted correctly.
	The field needs to be verified manually.
	The field contains an error.

Using the Invoice Verify module, point to the symbol to read a tooltip that tells you the exact status of the field: [If a status is added or deleted, check the Verifying dialog topic, as it may also need to be revised.]

Symbol	Status in tooltip	Description
	Complete	A field with this status has been: Extracted and validated without error, based on the invoice definition Adjusted to its complete condition or manually typed by a user. When all fields are Complete, you must approve the invoice, by clicking the large OK button, before it is sent to Output.
	Retype	Fields with this status contain no errors detected by the system. However, the field is associated with a field profile that has Retype selected as an option. DOCUMENTS compares the data you type with the data it extracted and tells you if there is any discrepancy. Retype can also indicate that DOCUMENTS has calculated the field value using the values of other fields, instead of extracting the actual field on the invoice
	Field proposal	DOCUMENTS found more than one field that might be correct. You need to choose the correct field in the Field proposal column.
	Validation error	One or more of the validation conditions you defined for the field are not met, so you must check and possibly correct the data.
	Manual entry	A field with this status must be typed manually in the Invoice Verify module, because the No interpretation option was selected for the field profile.
	Interpretation error	DOCUMENTS found the field but could not extract one or more of the characters in the field. Fields with this status can be manually entered in the Invoice Verify module. If you consistently find extraction errors in a particular field, you can apply a filter or change the text type of the field definition in the Invoice Optimize module to solve the problem.
	Field error	DOCUMENTS could not find the field. The field is not considered to be "found" if the required title is not extracted completely and correctly. If the title is not found, then technically the field value is not found, either.

Statuses: Overview

Invoice statuses

Invoice definition statuses

Invoice field definition statuses