Understanding the icons on your Receiving Orders page
Last Updated: September 5, 2024
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Purchase Order |  |
Credit Request | |
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Invoice |  |
Invoice (from image) | |
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E-Invoice |  |
E-Invoice (from image) | |
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Order Received |  |
Order Received (from image) | |
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Credit Note |  |
Credit Note (from image) | |
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Credit Note Received |  |
Credit Note Received (from image) | |
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Receipt |  |
Data extracted from image |
Purchase Order
 Saved or sent Purchase Orders. |
Status: Purchase Order Saved
The Purchase Order has been saved and is waiting to be sent to the Supplier.
Tip: If you saved a Purchase Order as a reference of the order you have placed directly with the Supplier, the saved Purchase Order can be linked to the received Invoice. Sending the Purchase Order is not required.
Status: Link to Invoice
The Purchase Order has been sent, and is waiting to be linked to the received Invoice once it arrives.
Credit Request
 Saved or sent Credit Requests. |
Status: Credit Request Saved
The Credit Request has been saved and is waiting to be sent to the Supplier.
Status: Link to Credit Note
The Credit Request has been sent, and is waiting to be linked to the received Credit Note once it arrives.
Invoice
 Invoice received as a readable PDF. |
 Invoice was uploaded as an image/unreadable PDF. |
Status: Link to Purchase Order
Invoice is waiting to be linked to a Purchase Order, checked, and then approved.
If there is no Purchase Order, you can process the invoice as a No Match Order.
E-Invoice
Invoice received as a readable PDF. It has been auto-linked to a Purchase Order by matching the Order Number written on the invoice provided by your Supplier. |
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It has been auto-linked to a Purchase Order by matching the Order Number written on the invoice image upload. |
Invoice was uploaded as an image/unreadable PDF.Status: Linked to Purchase Order, Stock Receiving Required
Invoice is waiting for line items to be checked and approved.
Order Received
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Line items have been checked off as received. |
Invoice received as a readable PDF.|
Line items have been checked off as received. |
Invoice was uploaded as an image/unreadable PDF.Status: Order Received, awaiting approval
The Invoice is now waiting to be approved.
Credit Note
 Credit Note received as a readable PDF. |
 Credit Note was uploaded as an image/unreadable PDF. |
Status: Link to Credit Request
The Credit Note is waiting to be linked to the Credit Request, checked, and finally approved. If the Credit Request was not sent to the Supplier through the system, process as a No Match Order.
Status: Linked to Credit Note, Stock Receiving Required
The Credit Note is waiting for line items to be checked and approved.
Credit Note Received
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Line items have been checked off as received. |
Credit Note received as a readable PDF. |
Line items have been checked off as received. |
Credit Note was uploaded as an image/unreadable PDF. Status: Credit Received, Awaiting Approval
The Credit Note is now waiting to be approved.
Receipt
 The received PDF is an image or scanned copy and must be processed manually or uploaded via our new scanned image feature. Non invoices will also appear with this icon. |
Status: Link to Purchase order
Can be linked to the Purchase Order and all the details in the Purchase Order will populate in the Invoice Detail page, you will then need to update any changes in the quantities/unit cost and enter the remaining invoice details.
If no Purchase Order was sent via the system, select No Match Order, and process the invoice manually or use the upload invoice feature.
Data Extracted from Image
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Important: Please carefully review records with this icon for any extraction errors before approving.
The OCR technology may not always be 100% accurate, leading to potential errors in character recognition.