Expense Invoice

This widget displays the total number of Expense invoices that are processed through the automation process and has exceptions that must be reviewed. The invoices are categorized by invoice status and are displayed in a donut chart. The types of status include:

• Missing Information: Expense invoices that have failed to register as the automation process is unable to extract the mandatory fields from the Expense invoice document. This includes invoices that are reviewed and ready for registration, and invoices that are yet to be reviewed.

• Needs Verification: Expense invoices that have failed to register through the automation process with exceptions such as:

  • Invoice type cannot be determined
  • User verification is required
  • Invoice is already registered
  • Invoice number exceeds 15 characters

  This includes invoices that are reviewed and ready for registration, and invoices that are yet to be reviewed.

• Failure: Expense invoices that have failed to register through the automation process with exceptions such as:

  • Scanned invoice status is Entered, Updated, or Closed
  • EDI mismatch
  • Session timeout
  • Scanned document is not an Expense invoice

  This includes invoices that are reviewed and ready for registration, and invoices that are yet to be reviewed.

You can perform these actions in the widget:

• Filter the widget data, using the Filter icon. The filter options include:

  • All
  • Today
  • Yesterday
  • Month to Date
  • Year to Date
• Hover over the chart sections to view counts of Expense invoices.
• Click the Missing Information section in the chart, or the Missing Information icon below the chart, to access the RPA Exception tab in the Exceptions widget. Data related to the Expense invoices with exceptions of Missing Information type, that are yet to be reviewed, is defaulted on this tab. You can review, resolve exceptions, and submit the invoice.
• Click the Needs Verification section in the chart, or the Needs Verification icon below the chart, to access the RPA Exception tab in the Exceptions widget. Data related to the Expense invoices with exceptions of Needs Verification type, that are yet to be reviewed, is defaulted on this tab. You can review, resolve exceptions, and submit the invoice.
• Click the Failure section in the chart, or the Failure icon below the chart, to access the RPA Exception tab in the Exceptions widget. Data related to the Expense invoices with exceptions of Failure type, that are yet to be reviewed, is defaulted on this tab. You can review, resolve exceptions, and submit the invoice.