Actions Menu

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

  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.

  
  This option is deprecated and will be removed in a future release.
  Please use the Workflow Approvals feature instead.

• Mark as Unseen: Mark 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.

  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.