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Status Timeline

At the top of the Document Viewer, a status timeline shows the stages a document passes through as it is processed. The stages shown depend on the document type:

  • Purchase Invoices: Templated → Verified → PO Matching → Receiver Matching → Approval → Exported
  • Expense Invoices: Templated → Verified → Nominal Coding → Approval → Exported

Each stage is marked as Pending, In Progress, Completed, or Failed, giving an at-a-glance view of where the document currently sits in the approval and export process.

Info

The Status Timeline shows the fine-grained processing stages for the currently open document. For the broader lifecycle a document moves through across the whole system, see Document Statuses.