Upload and update Invoice and Logistics documents

As a supplier, when you use a Logistics Service Provider (LSP), invoices and logistics documents will get uploaded by your LSP once you finalize the shipment on the LSP portal. Invoices and logistics documents are visible in the Invoices and Logistics ledgers.  

 

Please contact your LSP directly to find out more about their process and timescale. If you are expecting documents that are not showing on your Kanexa Open Account Automation program, do not hesitate to contact our Customer Support Team. 

 

Accessing the Invoices or Logistics documents ledger

Invoices ledger

Invoices statuses

An invoice has a STATUS that shows its current position in the Open Account workflow. An invoice also has a MATCHING STATUS which indicates if the matching rules have been checked and whether the invoice is discrepant or not. An invoice is discrepant if one or more matching rules have not been satisfied.

• The STATUS and MATCHING STATUS of an invoice can be any of the following combinations:
  
        
  The invoice has been submitted and accepted on the program but either the purchase order or logistics documents required for matching have yet to be submitted. If the matching status has not changed 24h after invoice submission, please contact our Customer Support Team.
  
        
  All the necessary documents have been submitted, there are no discrepancies and the invoice is ready for approval by the buyer. It may be approved or rejected. This combination will only be seen if manual approval is ON.
  
        
  All the necessary documents have been submitted and there is one or more discrepancy. The buyer can review and accept or reject the invoice.
  
        
  Although all the matching rules associated to the invoice have been satisfied, the invoice has been rejected by the buyer and will not be paid. This combination will only be seen if manual approval is ON.
  
        
  The invoice is discrepant and has been rejected by the buyer.
  
         
  All the matching rules were satisfied and the invoice has been approved.
  
        
  The invoice is discrepant but has been accepted by the buyer.
  
        
  The invoice satisfied all the matching rules, was approved and has now been locked. The invoice can no longer be amended and it will be paid on its maturity date.
  
        
  The invoice did not satisfy all the matching rules but was approved and has now been locked. The invoice can no longer be amended and it will be paid on its maturity date.
  
        
  The invoice satisfied all the matching rules, was approved and has now been paid.
  
        
  The invoice did not satisfy all the matching rules but was approved and has now been paid.
   

Logistics documents ledger