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 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? 
   • Yes! You can find your email by following these instructions.
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
6. The statements that were uploaded don't have a location, can this be corrected?

   • Statements do not belong to locations. Statements belong to groups. This because in most cases our customers get a single statement with the invoices they received on several of the locations of 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.