Quick Start: Understanding Document Statuses
Documents move through different stages in Zudello, indicated by their Status. Knowing what common statuses mean helps you track progress and understand required actions.
Common Statuses:
- Scanning: The document has just been uploaded and Zudello is extracting data. Wait for it to finish.
- User Review: Zudello extracted data but found potential issues (e.g., missing supplier, validation errors). Open the document, review, correct, and code.
- Ready: Zudello extracted data successfully. Open the document, review, complete coding, and submit.
- Processing: You clicked "Save and Submit". Zudello is running background automations (like checking approval rules). Wait for it to move to the next status.
- Approval: The document needs approval. It's assigned to specific approvers. If it's assigned to you, review and Approve/Reject.
- Reject Review: An approver rejected the document. Open it, review the rejection reason (often in Chat), make corrections, and resubmit.
- Completed: The document finished its workflow (e.g., approved and sent to your accounting system). Usually read-only.
- Unable to Process: An error occurred, often during integration with your accounting system. Open the document, check Chat/Notes for error details, correct, and resubmit.
Finding Statuses:
- Statuses are shown next to documents in list/board/table views.
- You can filter documents by status using the Status bar (top right).
Related How-To Guides: