The Invoices in Processing feature enhances user experience by allowing users to see PDF and LEDES invoices immediately upon vendor upload. This provides greater visibility while Brightflag processes the invoice details.
🔹Key Features of Invoices in Processing
1️⃣ Invoice Analysis Review Page
- Immediate Visibility: Users can see basic invoice details as soon as they are uploaded.
- Processing Message Displayed:
"Brightflag AI is analyzing this invoice. Reviewers will be notified when it's done."
2️⃣ Invoice Visibility for Clients
- Processing Indicator: Invoices marked as Pending will display a processing status.
- Search Results:
- Invoices in processing appear in search results.
- However, they cannot be approved or rejected until processing is complete.
📌 Important: If an invoice is still processing, the following message will appear:
"Ready for review once analysis completes."
3️⃣ Exclusion from Pending Invoices Email
🚫 Invoices in processing will not be included in the Pending Invoices Email or Quick Review Notifications.
🔄 Once processing is complete:
- The invoice moves to a pending state.
- It will then be included in email communications.
4️⃣ Placeholder Fee and Expense Lines
📌 For PDF invoices, Brightflag automatically generates placeholder fees and expenses during processing.
✅ Once the AI analysis is complete, these placeholder lines will be updated with actual data.
5️⃣ Auto Invoice Processing
🚀 Auto Invoice Processing checks only occur after invoice processing is completed.
6️⃣ Batch Exporting Restrictions
🚫 Invoices in processing cannot be batch exported until processing is complete.
7️⃣ Reporting Impact
📊 Invoices in processing will be included in pending spend calculations.
📌 However, no new columns will be introduced in reports for processing invoices.
🔹Invoice Search Page Details
🔍 Visibility:
- Invoices in processing will appear in the Pending section with a processing indicator.
- The pending invoice count includes invoices still in processing.
🔹 Frequently Asked Questions (FAQ)
Will there be a new invoice status for processing invoices?
❌ No, invoices in processing will continue to display as "Pending."
Does anything change for vendors uploading invoices?
❌ No, vendor users should upload invoices as usual.
What will vendors see in the Vendor Portal?
📌 Vendors will see the status "Pending" once they upload invoices.
Does this apply to manually uploaded invoices?
✅ Yes, the same processing rules apply to invoices manually uploaded by client users.
Can I approve or reject invoices that are in processing?
🚫 No, invoices cannot be approved or rejected until Brightflag AI completes the analysis.
You will see a message: "Ready for review once analysis completes."
How long does the Brightflag AI analysis take?
⏳ Processing time varies based on:
- Invoice format (PDF invoices typically take longer).
How will I know when invoice processing is complete?
📧 You will receive an email notification when processing finishes.
Will processing invoices affect pending spend calculations in reports?
✅ Yes, invoices in processing are included in pending spend calculations.
Can I batch export invoices that are in processing?
🚫 No, batch exporting is only available once processing is complete.
Can I search for invoices in processing?
✅ Yes, invoices in processing will appear in search results and can be viewed.
Can vendor users upload invoices while others are processing?
✅ Yes, vendors can continue uploading invoices while others are still being processed.
🔹 Troubleshooting Processing Issues
What happens if an invoice gets stuck in processing?
1️⃣ Check Invoice Status: Ensure the invoice is listed as Pending with a processing indicator.
2️⃣ Wait for Notification: Processing times may vary. If processing is delayed, contact Brightflag Support.
3️⃣ Batch Export Issues: If an invoice is missing from an export, verify that processing is complete.
How can I verify invoice processing status?
🔍 Look for the "In Processing" Indicator in the invoice list view.
📧 Wait for an email notification confirming processing completion.