Last updated 13 December 2023

IRIS Invoice Matcher Document Workflow

As documents move through IRIS Invoice Matcher they are assigned statuses. The following flowchart displays the path a document follows before it is exported back into PS Accounting/IRIS Financials.

The Verification stage is typically when you interact with IRIS Invoice Matcher. Documents at the Verification statuses require manual intervention in order for them to continue through the matching process.

An explanation of each status can be found below:

Document status	Description
Preprocessing	The invoice was received and a document was created in the repository. Before the document is ready to be processed it passes the validation step.
Manual separation	The batch is waiting to be separated manually. Ths status is only available if Separation services are enabled.
Pending process start	The document successfully passed the input validation and is ready to be processed.
Classification in progress	Classification of the document has started.
Pending correction	The document classification failed and manual correction is needed before extraction can start.
Extraction in progress	The extraction service is currently processing the document.
Pending manual verification	The document was extracted and is ready for manual correction if necessary. The document is available from the Verify view for processing.
Document validation in progress	Automatic validation retries are being performed on the document. For example, this can happen if a document fails the 3-way matching validation and it is on hold.
Rejected during verification	The document has been rejected by the user.
Request for information	Someone posted a question about the document.
Pending export	The document is waiting to be exported to IRIS Financials.
Export in progress	The export of the document has started.
Document sent to storage	The status is only available when the Storage service is enabled.
Document exported	The document has been exported to IRIS Financials/IRIS Financials.