The Submit function is available against all single documents fetched by Document Fetching, and allows the user to send individual documents for processing.

If the supplier/bank document is submitted, an additional charge (in addition to the standing fetching charge) will be applied for the processing, depending on the document submitted i.e. a single supplier document will be charged one credit (two credits if line item extraction is requested), whilst bank statements will be charged three credits per page.

1. Suppliers - Supplier Document Submit

The 'Submit' button will be available on the individual supplier document(s) downloaded as part of Document Fetching.  The specific directory for a document will be: Company Files / Document Fetching / Suppliers / <Supplier Name> / <User Account Name for that supplier> (as shown in the example below).

Once the user clicks the 'Submit' button, a prompt will open where the user can choose to process the document either with or without line items.

  • If the line item extraction is not turned on, one credit will be charged per document processed
  • If the line item extraction is turned on, two credits will be charged per document processed

When this second 'Submit' button is selected, the status will show as a green 'uploaded' icon, and the ‘Action’ column will display the processing progress of the file. Hovering over the green status icon will display the line item selection i.e. if line items were not turned on at the point of submitting the document, the icon will say 'Capture Line Items: Off', and if the line items were turned on, the icon will say 'Capture Line Items: On'.

The submitted supplier document(s) will be added to the ‘Activity’ page of the company’s main Purchases folder (‘Bills’ for US/Canada), where the progress of the processing can be followed. Once processed, these documents will present themselves in the Purchases Inbox as normal.

2. Banks - Bank Statement Document Submit

The 'Submit' button will be available on each individual bank statement document that has been fetched for a bank as part of Document Fetching.
The specific directory for a document will be: Company Files / Document Fetching / Banks / <Bank Name> / <Bank Account Number>.

Once the user clicks the 'Submit' button, a prompt will open where the user can choose an existing Project to upload the bank statement to (or create a new Project).

After saving the ‘Submit' settings, the status icon will show as a green 'uploaded' icon, and the ‘Action’ column will display the processing progress of the file. Hovering over the green status icon will display the Project name that the bank statement has been uploaded to.

The submitted bank statement(s) will be added to the ‘Activity’ page of the company’s main Bank Statements folder, where the progress of the processing can be followed. Once processed, these documents will present themselves in the Bank Statements Inbox as normal.

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