Choosing which statuses to transfer is part of creating a Transfer job description. These settings specify which invoices to process, based on their invoice status or batch status (depending on whether Use batch mode is selected in the General settings).
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Batch statuses to process |
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Approved |
Transfers invoices or batches with Approved status. Most commonly, only Approved invoices or batches are transferred. |
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Adjusted |
Transfers invoices or batches with Adjusted status. Adjusted invoices are validated and complete. Normally, you do not transfer these invoices. Instead, you wait until they are approved before transferring them. Note: Adjusted batches (if you are using batches) can also contain Approved invoices. |
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Rejected |
Transfers invoices that were rejected in Verify. You can set up your system so that Rejected invoices are sent to a separate output file. Note: Rejected batches (if you are using batches) can also contain Approved or Adjusted invoices. |
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Complete |
Transfers invoices or batches with Complete status. After being interpreted, Complete invoices do not normally need any operator interaction. They passed all validations and can be sent directly to an external system with a high degree of confidence. Note: Complete batches (if you are using batches) can also contain Approved, Adjusted, or Rejected invoices. |
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Scanned |
Transfers invoices that are scanned but not interpreted or associated with an invoice definition. All of the fields on these invoices have the default settings from the invoice profile (rather than interpreted data). Scanned invoices also contain system data such as endorser number and scan date and time. Scanned invoices are not usually transferred. However, you can transfer these invoices if your external workflow requires information about invoices entering the system, for example. Note: Scanned batches (if you are using batches) can also contain Approved, Adjusted, Rejected, or Complete invoices. |
For each status you transfer using the Transfer module, you can define additional settings that determine what happens to the invoices when they are transferred. This allows you to perform different actions on invoices with different statuses. For example, you may want to transfer Approved invoices and Rejected invoices to separate folders for archiving purposes.
| Delete transferred invoices |
Removes invoices from the INVOICES database when they are processed by Transfer. (Recommended.) |
| Keep status |
Maintains each invoice's most recent status instead of changing the status to Transferred when the invoice is processed by Transfer. |
| Move image files |
Moves the invoice images to a specified folder when they are transferred. |
Transfer job description settings