Export a Purchase Invoice recognition report

  • Published on Oct 21, 2022
  • 1 minute(s) read
  • Amit Bhayani
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You can export a report of all the Purchase Invoice document currently held in the Recognition tab of the Document Portal. 

This report will allow you to analyse the Purchase Invoices that are being processed through Spindle Purchase Invoice Recognition. You can check their current status, the data that has been recognised and identify those invoices that have failed to post e.g. those missing Goods Received Notes.

The report will be exported into Excel (xlsx file type) and will contain the following information about the documents being processed:

  • Document Name
  • Status
  • Uploaded By
  • Uploaded Date
  • Notes
  • Data that has been recognised from the document such as Company Code, Invoice Number etc.

Note: The data shown in the report is a snapshot taken at the time the report was created. If data is missing or incorrect, you will need to verify the document to correct this data and create a new report to see the updated values.

How to create a report

  1. Open the Document Portal
  2. Click on the RECOGNITION tab (paper stack icon) on the top-right of the Document Portal
  3. Click on the REPORT button
  4. The REPORT button will change to GENERATING as the report is being created
  5. When the report has been created, click on the DOWNLOAD link in the notification banner
  6. Save the report in the appropriate location (remember the report will contain some sensitive data which you may want to keep secure)
  7. Open the report in Microsoft Excel or a xlsx viewer


How to create a Purchase Invoice report

 

Why can I not see the REPORT button in the Recognition tab?
To benefit from this feature you must be on Spindle Document Management version 10.3 or later.
I cannot see my Purchase Invoice data in the report?
Documents that have been uploaded in Spindle Document Management version 10.3 or above will contain the Purchase Invoice data in the report.
Why are some of the fields blank in the report? 
The report will only contain data that has been recognised by Spindle Purchase Invoice Recognition. The blanks can be updated in the Web Verify portal and the report can be generated again.