If you prefer working with spreadsheets, this feature is for you.
You can download this report summarising items requiring your attention across your folders. It helps you monitor and manage document states and identify and address any outstanding ones.
Accessing the Report
You can access the report from the main dashboard:
Then:
Report breakdown
The basic breakdown includes 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 approval feature, the report also includes 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
Report Format:
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.