Searching invoices
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      Invoice Statuses

      What do different invoice statuses mean?

       

      Invoices can have multiple different statuses in Dooap: New, In Workflow, Approved, In Transfer, Transfer failed, Transferred, Paid, Archived, On-Hold and Waiting for PR.

      Below, you’ll find a description of each status.

       

       

      New

      • The invoice has arrived to Dooap, but is not yet in the workflow.
      • AP can process the invoice at this phase.

       

      In Workflow

      • The invoice is in the workflow.


      Approved

      • The invoice is approved.
        • In case there are multiple approve steps in the workflow, they have all been completed.


      In Transfer

      • The approved invoice is in transfer from Dooap to D365.


      Transfer failed

      • If the transfer is unsuccessful, the status changes to "Transfer failed".
        • Additionally the colour of the transfer batch in Transfer to Payment view will be changed to red. Further information can be found here: Transferring Invoices to Payment.

           

      Transferred

      • The invoice is transferred successfully from Dooap to D365. 
        • PO invoices are transferred to Vendor Invoices.
        • Non-PO invoices are transferred to Invoice Journal.


      Paid

      • The invoice is paid and the payment information has been imported from D365 to Dooap.

       

      Archived

      • Some user has archived the invoice.
        • The history log will have an entry on who archived the invoice and when.
      • Archived invoices can only be viewed in the Search view.
      • Further information can be found here: Archiving invoices.

       

      On-Hold

      • Some user has put the invoice on hold.
        • The history log will have an entry on who put the invoice on hold and when.
      • Further information can be found here: "On-Hold" Status.

       

      Waiting for PR

      • This status is a separately enabled feature. 
      • If the feature is activated, new invoices that have 3-way matched POs but lack associated PRs will initially be assigned the "Waiting for PR" status upon their arrival in Dooap.
      • Invoices will remain under this status until a PR is created for at least one associated PO.

      • When PRs are received in Dooap (via CEF or AX import), the system will attempt to auto-match the invoice.

      • If the due date or cash discount date, if applicable is in X days, the invoice may be automatically advanced to the next workflow step, allowing the reviewer or approver to verify that the PR has been created.

      • Further information can be found here: Waiting for PR Status.