Invoices uploaded to Plate IQ are viewable almost immediately. To see them, click the Uploads tab on the Invoices screen:
If you just uploaded a batch and don't see it in Uploads, wait a moment, then refresh your browser to see if it shows up.
The Upload screen displays a list of your uploads, organized by batch. A batch is an invoice or group of invoices uploaded by the same person to the same location at the same time. For example, if you scan a stack of invoices into a single file and upload it to your Main Street location, that would be a batch.
The Status column uses icons to indicate whether or not a batch has been processed. A green check indicates that all the invoices in the batch were successfully processed (which means they're now viewable in the Needs Attention, Approval, or Pending Export tabs). A yellow processing icon means that one or more invoices within the batch are still being processed.
Click the invoice row to view the individual invoices within the batch:
In this batch:
- 16 invoices were successfully processed and are ready to view. These invoices can be viewed in the Needs Attention, Your Approval, or Pending Export tabs.
- 1 invoice is still processing. This invoice is still being processed and reviewed by Plate IQ.
- 5 uploaded items were ignored. Generally, these are blank pages or images that aren't invoices (e.g., images unintentionally sent from your phone's camera roll, mail that accidentally ended up in a stack of invoices that were scanned).
- 1 invoice was a duplicate upload. These uploads are carefully reviewed before being eliminated from processing by Plate IQ.
To download an invoice, click the Download icon on the right:
