Here are a few questions you might have on statements and how they work.
- 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
- How to convert an invoice to a statement?
- Select "More"
- Convert to statement
- The statement will appear under the "Statement" tab under "Processing"
- 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"
- Is there a specific email address used to upload statements?
- Yes! You can find your email by following these instructions.
- 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
- Click on "More" -- Select "Mark as reconciled" or
