Bill Review Dashboard

READY TO POST

These bills passed all automated checks — vendor matched, lines coded, amounts verified, analytics set.

• Click Post Approved Bills to post them all in one go.
• Or open any bill to spot-check before posting.
• No manual action required unless you want to verify.

LIGHT REVIEW

These bills are almost right but failed one soft check. Common reasons and fixes:

• No vendor analytics defaults — Open the vendor contact → Accounting tab → set Branch/Department/Site defaults. Then open the bill and re-apply analytics.
• AI lines could not be applied — Open the bill, check the line accounts and amounts manually, post when satisfied.
• Auto-post failed — Usually a validation error (missing date, duplicate ref). Open the bill, fix the flagged field, post manually.

MANUAL

These need hands-on attention. Common reasons:

• Vendor excluded from AI review — This vendor is flagged as too complex for automation. Review the bill coding manually against the PDF, then post.
• OCR did not complete — OCR timed out or errored. Open the bill — if blank, delete it and re-upload the PDF. If partially filled, complete manually.
• No PDF attachment — The document converted but the PDF did not attach. Re-upload the PDF to the bill manually.
• No coding template — This vendor has no historical bill pattern yet. Code manually. After 3+ bills are posted, the weekly cron will auto-generate a template.

DUPLICATES

Confirmed duplicate documents — a bill with the same reference already exists in Odoo. No action needed. The PDF has been moved to the Duplicates folder for audit. If wrongly flagged, check the linked existing bill.

TIMESHEETS

Support documents (timesheets, runsheets) detected by filename or AI classification. Moved to the Timesheets folder — no OCR credits burned. These will be used for future bill-vs-timesheet validation.

FAILED

These broke during processing. Open each bill (if created) to check state. Common fixes:

• Delete the broken draft bill and re-upload the PDF to the inbox for reprocessing.
• If recurring for the same vendor, check vendor setup (coding template, exclusion flag).
• Check the Failure Insights section below for patterns.