Find the status of any invoice during its capture life cycle.

See inbound invoices before they arrive in iCompleat

In Invoices Extracting you can view and track both inbound and processed invoices, from their arrival in our extraction software through to being fully processed and ready for automation in iCompleat.

We listened to our customers who were asking for a way to track and monitor the arrival of invoices sent by their suppliers. We want to ensure you have clear sight of transactions at all stages of the AP process, and the ability to handle questions as part of supplier management on-demand to validate that you have successfully received the invoice in question.

In Invoices Extracting you have the option to filter invoices in the list by current status and processing time, and even view a preview of the invoice and any supporting documents, like the email it was attached to and other documents it was sent alongside.

Check out Invoices Extracting in action:

 

 

Give users access to Invoices Extracting

Invoices Extracting is most useful for Accounts Payable and Finance staff but can be useful for anyone whose role is based around invoice processing or supplier management.

Great news! It's ready to use once a user has been granted access to it by their administrator.

Just go to Configuration > Manage users and open a user's profile. Then, switch on the Invoices processing permission, and click Update User.

 

 

Once a user has been given access by their administrator, they can simply click the Invoices extracting tile on the home screen and start searching their invoices!

 

 

Invoices Extracting statuses explained

Invoices Extracting lets you filter the list of results to access your invoices quickly and easily. You can also view invoice PDFs and download invoices and supporting documents locally before they arrive in your tray in iCompleat.

You can filter the list of invoices by Processing status, Date we received, and File name.

Here's a list of the various processing statuses, and what they mean.

• Processing – The document is flowing through our capture system where the solution is reviewing the document for automatic processing and any supplier onboarding.
• Question – The document may require some extra validation for automation accuracy. For example, this is a new supplier and our AI can't locate a certain required field.
• Processed – The document has processed and is available now in iCompleat.
• Errored – We've encountered an issue processing the document and it will be reviewed by our expert team.
• Rejected – The document couldn't be processed and has been rejected to the sender, with a justification about why it could not be processed. For example, “This is not a valid invoice”.
• Breaching SLA – The document has been waiting to be processed longer than our standard SLA guidelines and is being prioritised for processing.
• Breaching SLA Next Day – The document may breach SLA within the next day.

 

View an invoice in Invoices Processing

To view any invoices or credit notes in Capture External, look out for this eye symbol against the  transaction:

 

Download an invoice or supporting document

To download any invoice, supporting document, or originating email body, click the download icon in either the main summary grid or the invoice page.

 

Export data from Invoices Extracting

To export any filtered data into Excel, you can hit the Export to Excel button found in the top-left corner of the Invoices Extracting main page.

 

 Still got questions? Comment below and let us know how we can improve this article.