Statements FAQ

Here are a few questions you might have on statements and how they work.

1. Can statements be stored without having the reconciled feature?

   • Yes, by changing the invoice type to Statements, they will fall under the "other documents" tab. 

   • Statements won't be processed unless the feature it's enabled.

2.  How to convert an invoice to a statement? 

   • Select "More" listed in the bottom-right corner

   • Convert to statement

• The statement will appear under the "Statement" tab under "Processing" 

3. How to email a vendor for missing invoices? 

   • The incomplete statement can be found under "Unreconciled" tab in the Statements module

   • On the top right of the statement, there will be an option that says "Email vendor" 

4. Is there a specific email address used to upload statements? 

   • Yes! You can find your email under the Locations tab in Settings.

5. How do I reconcile a statement if not every invoice is matched?

   • Click on "More" -- Select "Mark as reconciled" or

   • Manually add the missing invoices using the “+Add Invoice” option.

6. The statements that were uploaded don't have a location, can this be corrected?

   • Statements do not belong to locations, they belong to groups. This is because in most cases our customers get a single statement with the invoices they received on several of the locations for that same group. It's very common to receive a single statement including all the invoices your organization purchased from a particular vendor. 

   • The location of a statement is determined by the unique locations that have at least one invoice in a particular statement.