Where Can I View Recently Uploaded Invoices?

Modified on Mon, 27 Nov 2017 at 05:30 PM

Invoices uploaded to Plate IQ are viewable almost immediately. To see them, click the Uploads tab on the Invoices screen: 


Plate IQ's Invoices screen.


If you just uploaded a batch and don't see it in Uploads, wait a moment, then refresh your browser to see if it shows up.


The Upload screen displays a list of your uploads, organized by batch. A batch is an invoice or group of invoices uploaded by the same person to the same location at the same time. For example, if you scan a stack of invoices into a single file and upload it to your Main Street location, that would be a batch.


The Status column uses icons to indicate whether or not a batch has been processed. A green check indicates that all the invoices in the batch were successfully processed (which means they're now viewable in the Needs Attention, Approval, or Pending Export tabs). A yellow processing icon means that one or more invoices within the batch are still being processed. 


The Uploads tab allows you to view the status of uploaded batches.


Click the invoice row to view the individual invoices within the batch:


In this batch: 

  • 16 invoices were successfully processed and are ready to view. These invoices can be viewed in the Needs Attention, Your Approval, or Pending Export tabs.
  • 1 invoice is still processing. This invoice is still being processed and reviewed by Plate IQ. 
  • 5 uploaded items were ignored. Generally, these are blank pages or images that aren't invoices (e.g., images unintentionally sent from your phone's camera roll, mail that accidentally ended up in a stack of invoices that were scanned).  
  • 1 invoice was a duplicate upload. These uploads are carefully reviewed before being eliminated from processing by Plate IQ.


To download an invoice, click the Download icon on the right:



Related articles:

How Can I Find Invoices?

Duplicates, Handwritten Invoices, Blurred Images

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