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Actions Menu

The actions menu is accessed by the 3 dots at the top right & contains options relevant to managing the document, some of these options are shared with the Document List View & will be omitted here.

  • Dispute: Places the document on dispute with a reason, these reasons can either be automatically acquired from your ERP solution (if supported) or typed in manually. NOTE: Disputed documents will still be exported to the ERP solution, however they will be flagged as disputed.
  • Approval History: A list of previous approvers for the document, for further information please see Workflow Approvals.
  • Ignored Validation Errors: A list of previously ignored/accepted validation errors for more information please see the Validation Errors.
  • User Hold (Deprecated): Place the document into a held state preventing it from being exported. NOTE: This option is deprecated & will be removed in a future release, please use the Workflow Approvals feature.
  • Mark as Unseen: Re-marks this document as unseen to other users placing it back to the top of the unseen document list.
  • Convert to Purchase/Expense Invoice: Converts the current invoice to a Purchase/Expense Invoice depending on its current type. This will add/remove the Purchase Order Number field & add/remove the Expense GL Account Field on each line. NOTE: This feature is only available on documents scanned with an Invoice type template.
  • View Readonly Documents: View a list & images of any associated readonly documents that have been uploaded. This could for example show any uploaded Goods Received notes that have been sent to Invoice Automation.