Managing Failed Invoice Extractions

Organisations will be provided with an email solely for invoice submission and processing. If an invoice sent to that address fails the extraction process, it will go to any designated Invoice Managers for the Organisation. Invoice Managers are internal users appointed by the Organisation to review all files that couldn't be successfully extracted.

All failed invoice extractions will have a status of 'New - Failed' and will be listed under the Invoice Managers' 'Tasks' in the Document Management System.

Invoices fail to be extracted when they are missing any of the following information: Creditor Business Number, Plan Number, Invoice Date, Invoice Amount, or Invoice Number.

An Invoice Manager will review and update these invoices by entering the correct information that wasn't successfully extracted. 

Managing Failed Invoices 

Strata Managers who have been selected to manage failed invoices can review and manually add the data to the Document Management System. Click the Documents Icon to go to the Document Management System then select the 'Invoices' tab.

Check the 'Status' column for any Invoice with a status of 'New - Failed'. Click the PDF icon or the Contractor's name to view the Invoice page.

To update information for an invoice, click 'Edit'. Then add the Plan Number, Creditor Business Number, Invoice Date, Invoice Amount, and Invoice Number to Document Basics, Invoice Details, and Creditor Details.



Verify that the information is correct then click 'Save'.

The invoice will be updated and routed to the First Approver for review and approval. 

For more information, please see Smart Invoice Extraction, Invoice Processing, and Document and Invoice Permissions.

Strata Managers should contact us with any further questions regarding this process.