If you like working with spreadsheets this feature is for you. You can now download a report that shows you a summary of actionable items in your folders.
You can access the report from the main dashboard:
The basic breakdown shows you the count of documents for:
Invoices that are ready for export
Invoices marked as duplicates
Documents marked as not extracted
Invoice with an export error
If you are using our simple approval feature the report gives the counts for:
Invoices that are awaiting approval
Invoices that are approved (and waiting to be exported)
Invoices that have been rejected (and you can decide if they need to be deleted or approved)
Invoices marked as duplicates
Documents marked as not extracted
Invoice with an export error
This is what the report looks like in Excel. You can easily see which folders have the approval feature enabled. You can also easily sort the folders based on the various document states:
Would you like to see other reports? Let us know through the in app chat.