Invoice modules

Invoice statuses

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

Documents based on invoice document specification templates leave the main production flow after the Extract activity, where they enter the Invoice modules for continued processing. While being processed in these modules, they receive invoice-specific statuses. The corresponding document status is updated accordingly and is visible on the Supervision tab of the Administration module, in the Document searches dialog.

Using Invoice Manager, you can search for invoices by their invoice-specific status, giving you an indication of how much remains to be done in the Invoice Verify module. The statistics produced by Invoice Verify also provide related information. You can also find out how many invoices for a specified invoice profile are present with various statuses. Note: In rare situations, you may see an invoice with an Error status, an abnormal status, or with no status at all. Such invoices are corrupt, and we recommend that you delete them.

Click to view larger version of invoice flow and statuses.

The status that an invoice receives is an indication of the errors/lack of errors on the invoice and is equal to the lowest field status on the invoice. For example, an invoice with a Validation error status may also contain fields with higher statuses such as Retype and Complete. (In ReadSoft documentation, the names of statuses are capitalized and italicized.)

Status in Invoice modules	Corresponding document status	Description
Rejected	Manual field verification of rejected fields	Rejected invoices have been manually rejected, rather than approved or adjusted, by the Invoice Verify operator. Such invoices can re-verified by choosing Rejected in the Invoice Verify job description.
Adjusted	Enter data manually	An invoice with this status has been edited manually in the Invoice Verify module. Incorrect value fields have been corrected. An invoice can be adjusted several times. All fields have the status Complete.
Approved	Output	Invoices with this status have been approved. The statuses of all fields on an invoice must be Complete, before you can approve the invoice.
Uncertain separation	Re-separate document with uncertain separation	The invoice needs to checked and possibly re-separated.
Manual entry	Enter data manually	The invoice contains fields that must be typed manually using the Invoice Verify module.
Unidentified		The invoice could not be identified.
Field error		The invoice contains at least one field that could not be located.
Field proposal		The invoice contains at least one field that has proposals. The system found more than one possible match for the field, and it is unable to determine which proposal is correct.
Interpretation error		The invoice contains at least one field that the system could not extract completely.
Validation error		The invoice contains at least one field with the status Validation error.
Retype		The invoice contains at least one field that must be retyped.
Complete	Manual document validation	All the fields on the invoice have been extracted without error and have the status Complete. Note: The Invoice stills need to be Approved before it is sent to Output.

Choosing which invoice statuses to verify

Optimization by status

Statuses: Overview

Document statuses

Invoice definition statuses

Invoice field definition statuses

Field statuses for invoices