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All documents in the New Documents folder are not matched to a template yet and a template must be completed on them, or if it is a scanned or handwritten document they must be completed with a manual template
- Click to expand all folders of all documents from all suppliers
- Click to collapse all folders of all documents from all suppliers
You can also open each folder individually by clicking on a folder to open it
By default, all new documents display for you. You can filter this to be only new documents that were received within the past 4 months of the date you populate in this filter, this defaults to be 4 months ago from the current days date
Then click ‘Reload’ to run the filter
The numbers in this column represent how many documents are in that folder of documents
Type – There are 5 different document types you will see in new documents
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Credit Note
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Invoice
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Statement
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New Unclassified
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Invalid
Supplier’s Reg VAT Name – The name the supplier registered when applying for their VAT Number. This name may not be the same name the supplier trades as now
VAT No. – The supplier’s VAT number. This will only be displayed here if the supplier has put their VAT number on the document and the system is able to read it from the document
From – The email address of who has sent the document into your account. This may read as ‘Multiple Addresses’ if you have received documents from multiple email addresses within the same folder
Received – This is the date the document was received into your account. If there are multiple documents in a folder, the oldest received date will be displayed here
Filename – When a folder is opened, the original file name will be displayed here. This is the name the supplier gave the document when saving it before they sent it to you. You can click on the original file name to download a copy of the document
Document Date (p) – This is the predicted document date. This may not be the correct date, it is just a prediction based on what the system has read on the document
Document Total (p) – This is the predicted total of the document. This may not be the correct total, it is just a prediction based on what the system has read on the document
Similarity – This is how similar each document in a folder of documents is to each other
Progress – This represents if a template has been started on a document yet or not and how much progress has been made on it. A full grey bar represents a template has not been started on a document within the folder yet
A 50% green 50% grey bar represents a template has been started on a document within the folder and it has not been completed yet
A 100% green bar represents a template has been completed on a document within the folder and it is currently queued for processing in our template matching queue
Last Viewed – When a folder is opened, the date and timestamp for when a document was last viewed by any user of your company will show
- Go to create template page
- Delete all documents in a folder. You will be asked to confirm this action twice before it is fully completed
- When a folder is opened, clicking this will delete that one document from the folder. You will only be asked to confirm this action once
- When a folder is opened, this will display on both the left and right side of each document. Clicking this will bring you to view the document
