Invoices In Exception

The Invoices In Exception Module in DocView Web provides a specialized workspace for identifying, reviewing, and resolving invoice documents that have been flagged with exceptions or discrepancies during processing. This module helps finance teams quickly address issues and maintain smooth invoice processing workflows.

Navigation

To access the Invoices In Exception module:

1. Open the Sidebar Menu
   Click the ☰ Sidebar Icon at the top-left corner of the interface to expand the navigation panel.

2. Select "Document Type"
   From the sidebar, click on Document Type to view all available document categories.

3. Choose "Invoices In Exception"
   Select Invoices In Exception to open the detailed view and start managing exception invoices.

Invoices In Exception Overview

Once opened, the Invoices In Exception screen displays all invoice records that require attention due to various exceptions in a structured and sortable grid layout. This section allows users to monitor, review, and resolve invoice discrepancies efficiently.

Invoices In Exception Grid Area

Each exception invoice record includes detailed fields to help identify and resolve issues:

• Supplier View ID – Unique identifier assigned to the supplier
• Supplier Name – Name of the vendor or supplier organization
• PO Number – Linked purchase order number for tracking
• Invoice Number – Unique invoice reference code
• Invoice Date – Issue date of the invoice
• Net Amount – Invoice amount before taxes
• VAT Amount – Tax amount applied to the invoice
• Total Amount – Final invoice amount including taxes
• Date Loaded – Timestamp of when the invoice was uploaded
• Updated By – Identifies the user who last updated the record

Action Controls

Every exception invoice record provides interactive icons for quick resolution:

• 📄 PDF View – Opens the invoice in the built-in PDF viewer for detailed review
• ✅ Resolve – Marks the exception as resolved after addressing the issue
• 📌 Pin – Marks the invoice as important for priority handling

These tools streamline the exception resolution process directly from the main grid.

Filtering & Pagination

Users can apply inline filters under column headers to search by exception type, supplier, invoice number, or date range.
Pagination controls at the bottom display total records (e.g., "Showing 1 to 3 of 10 records") and allow smooth navigation through exception cases.

Top Bar Icons

The Top Toolbar provides convenient access to frequently used options:

• ⬅️ Back – Returns to the previous document list or screen
• ⬆️ Upload – Uploads a new invoice document
• 🔄 Refresh – Refreshes the current view to show latest exceptions
• 🔍 Search Panel – Opens advanced search filters for targeted exception retrieval

Search Panel

Clicking the Search Panel icon opens an advanced Search Panel for targeted exception invoice retrieval.
This panel enables users to quickly and precisely retrieve exception records without reloading the main grid.

Search Panel Features

The panel provides multiple filtering options to narrow down search results effectively.

Available Search Fields:

• Supplier View ID – Search by supplier ID code
• Supplier Name – Filter by vendor or supplier name
• PO Number – Locate invoices using purchase order references
• Invoice Number – Search for a specific invoice record
• Invoice Date Range – Filter results based on invoice issue dates

Search Actions:

• Apply Search – Executes the query and displays matching results
• Clear Filters – Resets all criteria to start a new search
• Save Search – Saves custom filter configurations for frequent use

Exception Resolution Process

Opening Resolution

Selecting any exception invoice and clicking the Resolve button opens the detailed resolution interface where users can address the specific exception.

Resolution Features

The resolution interface typically includes:

• Exception Details – Clear description of the identified issue

• Original Document View – Side-by-side display of the uploaded invoice

• Correction Fields – Editable fields to fix data discrepancies

• Resolution Notes – Space to add comments about the resolution

• Action Buttons – Options to resolve, reject, or escalate the exception

• Rotation Exception – Document orientation needs correction

• Data Mismatch – Discrepancies between extracted and expected data

• Missing Information – Required fields not populated

• Validation Errors – Format or business rule violations

PDF View Features

Clicking the 📄 PDF icon opens the invoice in the built-in PDF viewer with comprehensive tools:

• Zoom Controls – Adjust magnification levels for better readability
• Page Navigation – Browse through multiple pages of the document
• Text Search – Find specific content inside the PDF
• Rotation Tools – Fix document orientation issues
• Print Options – Print or export the corrected document

Batch Operations

The Invoices In Exception module supports bulk actions for improved efficiency:

• Bulk Resolution – Resolve multiple similar exceptions at once
• Mass Approval – Approve corrected invoices in batches
• Batch Reassignment – Assign multiple exceptions to specific team members
• Group Export – Export selected exception records for external review

Bottom Controls and Pagination

The bottom toolbar displays record navigation and control options:

• Record Counter – Shows current view and total exception count
• Pagination Controls – Navigate between pages of exceptions
• Export Options – Download exception data for analysis
• Bulk Actions – Apply operations to selected records