Tags

As documents are processed in Invoice Automation, they will acquire tags to help categorise them. These are visible in line with the document name.

Some Tags, for example the Template Name & Vendor Name have additional options and can be clicked on, these will allow you to edit the template & search for other documents from that vendor respectively.

Tags can also be used in Workflow Approvals as a criteria for capture.

Purchase Invoices will also show a Goods Received or Goods Not Received tag once matching against the goods received note (GRN) has completed, indicating whether the ordered goods have been confirmed as received.