Summary
Learn how to find invoices with issues from the dashboard.
This article covers:
About invoices with issues
Invoices appear in Invoices with issues when Invoice Automate can’t confidently complete processing, most commonly because it can’t match the invoice to the correct property or creditor using data from your integrated property management system.
When you open an invoice, Invoice Automate displays a red issue tag (top-right) describing what’s wrong.
Tip: Use the issue tag as your starting point, as it tells you exactly what Invoice Automate needs to proceed.
Review the issue details on an invoice
Use the dashboard to jump straight into invoices that need attention.
Open Invoice Automate > Go to: Dashboard > Select Invoices that have issues
Once you open the issue queue, you can review invoices one by one, filter by issue type, and view invoice previews.
Select an invoice from the list (left-hand panel)
Check the issue tag displayed at the top-right of the invoice details
Review the right-hand panel for key fields (for example, Property Details, Assigned Property Manager, and any editable details)
(Optional) Use Filter issues by to narrow the list to a specific issue type
Tip: If you’re working through several invoices, use Bulk Review to speed up triage.
Reprocess an invoice after fixing the cause
After you’ve corrected the underlying setup, reprocess the invoice so Invoice Automate can try again.
Open the invoice with the issue
Fix the issue (for example, select the correct property/creditor, or correct any missing details)
Select Process
Select:
Process all Pages - Invoice Automate will attempt to extract data from every page
Custom Pages - A page checklist appears (e.g., 1, 2, 3, 4)
Tick the pages containing the invoice header and totals
Click Process to reprocess the invoice
Tip: If you only needed to correct matching details (property/creditor), Process is usually the quickest path because it re-attempts automation using the updated data.
If the invoice is correct and you’re confident the details are complete, you can approve it rather than reprocess it.
If you need assistance understanding why an invoice appears in the 'invoices with issues' section, please utilise the report an issue feature.