Statements FAQ

Modified on Fri, Dec 6, 2019 at 5:58 PM

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 they will fall under "other docs". 
    • Statements won't be processed unless the feature it's enabled
  2.  How to convert an invoice to a statement? 
    • Select "More"
    • Convert to statement
    • The statement will appear under the "Statement" tab under "Processing
  3. How to email a vendor for missing invoices? 
    • Find the statement that, it can be found under "needs attention"
    • 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? 
  5. How do I reconcile a statement is not every invoice is matched?
    • Click on "More" -- Select "Mark as reconciled" or
    • Manually add the missing invoices

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article