When you can't find a specific invoice in Spendesk.
Spendesk users may sometimes face challenges locating certain invoices across various sections of the platform. Common areas where visibility issues occur include the 'Confirm' 'All Payments,' or 'All Payables' tabs. Below, we provide troubleshooting steps and explanations for these scenarios.
1. Missing Invoices in the 'Confirm' Section
Invoices may experience a slight display delay in this section. To verify and resolve:
Wait a short while and check the section again for updates.
If the invoices still do not appear, provide a screenshot of the relevant sections and an example of a validated invoice to facilitate further investigation.
This approach helps determine whether the issue is due to system delays or a specific error.
2. Missing Invoices in the 'All Payments' or 'All Payables' Tabs
Several factors may impact the visibility of invoices in these tabs:
Date Range Selection: The 'All Payments' tab only displays invoices marked as paid during the selected date range. Ensure that the correct timeline is applied when searching.
Marking as Paid: Invoices paid outside of Spendesk (e.g., directly from your company’s bank account) must first be manually marked as paid within Spendesk. Until this step is completed, such invoices will only appear in the 'All Payables' tab.
These steps address common scenarios leading to missing invoices in Spendesk.