Issues FAQ

Can I create an issue? When?

You can create incidents while you upload documents, during reconciliation, from an already digitized document, or while you review a purchase order. Choose Add incident and select the reason.

You cannot create a standalone incident from the Issues list without linking it to one of those flows.

How do I change the status and/or severity of an issue?

Open the incident from Issues. In the detail view you can change status and priority (severity).

What are the issue statuses?

• New
• In progress
• Waiting for user
• Resolved

What are the issue types?

• Document-related incidents — linked to expense documents.
• Purchase order incidents — linked to purchase orders.

What reasons can I use?

Document incidents can use reasons such as incorrect pricing, missing products, missing discount, missing documents, result mismatch, discrepancy, faulty goods, or other.

Purchase order incidents can use not received, incorrect quantity, faulty goods, or other.

Where can I see resolved issues?

In Issues, filter by status to show resolved incidents.

Updated on: 15/05/2026