iDoc AP · exceptions
The work list for invoices that need a person.
Overdue invoices are listed first. Each row shows the reasons and the owner. Click a reason chip to filter.
The Needs attention tab is the AP clerk’s work list. It shows every open invoice that needs a person, with the reasons and the owner (the approvers it is waiting for, or the person who captured it).
| Reason | What it means | What to do |
|---|---|---|
| Low confidence | A key field (number, date, supplier, total, currency) was read with less certainty. | Open it and check the amber / red fields. |
| Required field missing | Invoice number, supplier or total is empty. | Type it in from the invoice. |
| Totals do not add up | Subtotal minus discount plus tax is not the total. | Check the amounts; the invoice itself may be wrong. |
| New supplier | The supplier is not in the supplier master. | Check the supplier, then Add to supplier master. |
| Bank account changed | The bank account differs from the supplier master. | Call the supplier using the number on file before approving. |
| Possible duplicate | A similar invoice is already in the register. | Open the matches; mark Not a duplicate or reject. |
| Missing PO | Your site requires a PO number and there is none. | Ask the requester for the PO number. |
| PO / GRN mismatch | Quantity or price differs from the PO, or more was billed than received. | Check with purchasing or the warehouse. |
| Not an invoice | It is a statement, quotation or other document. | Do not pay; file or reject it. |
| Credit note: check the original | A credit or debit note. | Check it against the original invoice. |
| Overdue / Due soon | Past or close to the due date. | Approve quickly, or use Remind. |
For an invoice waiting for approval, Remind sends the approval card to the approvers again in Teams and Outlook.
See it on your own invoices.
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