How to create an issue manually

The Issues section is where you review and manage incidents. You cannot open a blank incident from that list. Incidents are created from a document, a purchase order, or reconciliation, and then managed in Issues.

Where you can create an incident

• Document upload — add an incident while you upload or configure a document.
• Digitized document — open the document and choose Add incident.
• Reconciliation — create or accept an incident when invoice and delivery note data do not match.
• Purchase order review — mark products that arrived incorrectly while you review a shared order.

See Create purchase incidents for step-by-step flows.

Incident types

• Document-related incidents — linked to invoices, delivery notes, or other expense documents.
• Purchase order incidents — linked to a purchase order during order review.

Reasons you can choose

Shared reasons

• Faulty goods
• Other

Document-related reasons

• Incorrect pricing
• Missing products
• Missing discount
• Missing documents
• Result mismatch
• Discrepancy

Purchase order reasons

• Not received
• Incorrect quantity

Status and priority

Statuses

• New
• In progress
• Waiting for user
• Resolved

Priority (severity)

• Low
• Medium
• High

Open an incident from Issues to change its status or priority, add comments, and mark it resolved when the problem is closed.

Updated on: 15/05/2026