The Invoice Source Badges indicate how each source was received and/or processed. These badges appear in the Incoming, Three Way Match, and Paysheets scoreboards.
All badges are shown, but only those relevant to the documents source are enabled within each specific scoreboard. This allows users to quickly identify how each invoice was received or processed, enhancing transparency and reinforcing trust in the accuracy of the three way match process.
When a badge is enabled, clicking on it opens a popover with additional details. This provides helpful context on how the invoice was processed, supporting accurate invoice verification and matching.
Received
The Received source badge reflects the document’s status in the receiving process.
Awaiting Receipt - Gray (Disabled)
Gray (Disabled) – The document is awaiting receipt.
- These documents appear in the Incoming scoreboard.
Received - Green (Enabled)
Green (Enabled) – The document has been received.
Received - Green (Enabled) Popover
Click on the Received badge when it is green (enabled) to view more information in a popover.
The popover displays the following details:
- Received Participant
- Received Date & Time
- Receipt Number
- Receipt Amount
Attachment
The Attachment source badge shows if a scanned attachment has been added to the invoice.
Attachment - Gray (Disabled)
Gray (Disabled) – The document is does not contain an invoice scan attachment type.
Attachment - Green (Enabled)
Green (Enabled) – The document contains a scanned invoice attachment. This is used for OCR scan verification.
Attachment - Green (Enabled) Popover
Click on the Attachment badge when it is green (enabled) to view more information in a popover.
The popover displays the following details:
- Attachment Name, Type and Page Amount
- Use the dropdown to view additional information pertaining to the attachment.
- Upload Participant
- Attachment Date & Time
- Success/Fail Status Indicator
- Invoice Scan Badge, Download Action, Delete Action
Multiple Scanned Invoice Attachments
Multiple scanned invoice attachments may be linked to a single invoice. Each time a new invoice scan type is uploaded, it is automatically run through OCR for verification.
OCR
The OCR source badge shows whether the invoice has been processed through OCR.
OCR - Gray (Disabled)
Gray (Disabled) – The document does not contain an invoice attachment, so OCR processing has not occurred.
OCR - Green (Enabled)
Green (Enabled) – The document contains a scanned invoice attachment that has been processed through OCR. The system has extracted data from the attachment to support verification and matching.
OCR - Green (Enabled) Popover
Click on the OCR badge when it is green (enabled) to view more information in a popover.
The popover displays the following details:
- OCR Total Confidence Percentage: Minimum Confidence Percentage of the 3 Values.
- OCR Requested
- OCR Completed
- Use the dropdown to view additional information pertaining to the OCR.
- Invoice Number with Invoice Number Confidence Percentage
- Invoice Date with Invoice Date Confidence Percentage
- Invoice Amount with Invoice Amount Confidence Percentage
OCR - Red (No Match/Failed) Popover
Red (No Match/Failed) – The OCR processing was unsuccessful or did not return a match, indicating a failure during scanning.
Click on the OCR No Match/Failed badge when it is red to view more information in a popover.
The popover displays the following details:
- OCR Requested
- OCR No Match/Failed
- Use the dropdown to view additional information pertaining to the fail.
- Error will be visible with the Resend OCR Action
EDI
The EDI source badge indicates that the invoice was received via Electronic Data Interchange (EDI).
EDI - Gray (Disabled)
Gray (Disabled) – The invoice was not received through Electronic Data Interchange (EDI).
EDI - Green (Enabled)
Green (Enabled) – The invoice was received through Electronic Data Interchange (EDI), triggering the EDI badge to enabled.
EDI - Green (Enabled) Popover
Click on the EDI badge when it is green (enabled) to view more information in a popover.
The popover displays the following details:
- Date & Time EDI was received
- File Name - if available
- Invoice Number
- Invoice Date
- Invoice Amount
Scheduled 3WM
The Scheduled 3WM source badge indicates that the invoice was manually entered.
Scheduled 3WM - Gray (Disabled)
Gray (Disabled) – The invoice was not manually entered by a user.
Scheduled 3WM - Green (Enabled)
Green (Enabled) – The invoice was manually entered into the system by a user, indicating a Scheduled Three Way Match process.
Scheduled 3WM - Green (Enabled) Popover
Click on the Schedule 3WM badge when it is green (enabled) to view more information in a popover.
The popover displays the following details:
- Scheduled Details including:
- User who scheduled the three way match
- Date and Time the Three Way Match was Scheduled
- Invoice Number manually entered
- Delete action
- Invoice Date manually entered
- Invoice Amount manually entered
- Freight terms (visible only if manually entered)
- Discount terms (visible only if manually entered)
