Mapping Dimensions

Modified on Mon, Jan 29 at 1:43 PM

Review the invoice list page for invoices indicated as having unmapped dimensions (see below).

Review the invoice details page for any required dimension indicated with an asterisk. If the required dimensions are not mapped, the invoice will show in the “Needs Attention” state.

Edit the header fields on the Invoice Header to map values to the unmapped required dimensions.

Items that have any required dimensions unmapped are counted as unmapped items in the Line Items section. All unmapped line items are in expanded state by default, allowing you to map the dimensions on the go.

Note: Your invoice will move from "Needs attention" to the “Pending Approval” or “Approved” state when all the required dimensions are mapped.

You can expand or collapse line items at any point. Red dots indicate unmapped dimensions that are required and orange dots indicate unmapped dimensions that are not required.