Columns in the Invoice Errors Tab

The Invoice Errors table displays information about potential invoice errors in your account. You can add or remove table columns, which include specific information about each invoice error (e.g., Due Date, Invoice Status, Payment Terms, etc.). This article describes the following topics:

Column Descriptions
Add or Remove a Column

Column Descriptions

The Invoice Errors table includes a set of default columns and a number of optional ones:

Default Columns
Optional Columns

Default Columns

The following columns appear by default, and can’t be removed from the table:

Column	Description
Assigned User	User from your organisation assigned to investigate the errors.
Closed Date	Date the invoice was paid. The column is set to Open if the duplicate invoices are still pending or undergoing investigation.
Error Type	Type of error identified in the invoice: Account Currency Date Number Sales Tax Vendor
Internal Ref.	Internal reference number assigned by the ERP.
Invoice Amount	Amount of the invoice.
Invoice Date	Date of the invoice.
Invoice Error Classification	Classification set by the user, which is used to train Xelix’s error detection capabilities by indicating whether the invoice has errors: Yes: Invoice contains the specified error and Xelix should flag similar items No: Invoice doesn't contain the error and Xelix should not flag similar items Ignore: Invoice should be ignored and Xelix should not use it to learn
Invoice No.	Number of the invoice.
Posted Date	Date the invoice was posted to the ERP (enterprise resource planning).
Recovery Status	Current status of the invoice error: - (No status): No action taken yet No action required: No action required to resolve the invoice Action Required: Additional action is required to resolve the error Corrected: Error was corrected Pending Correction: Error is pending a resolution
Risk	Icon that represents if the invoice likely has errors: Low Medium High
Vendor No.	Unique identifier assigned to the vendor.

Optional Columns

You can add the following columns to the Invoices Errors table as desired:

Column	Description
Age (Days)	Number of days since the duplicate invoice was flagged by Xelix.
Approved By	User from your organisation who approved the Invoice Error.
Currency	Currency of the invoices.
Description	Description of the invoice imported from the ERP system.
Division	Division of the organisation where the invoice originates.
Division Ref.	Reference number of the organisation division where the invoice originates.
Document Image	Image(s) (e.g., PDF files) for the invoices. Each available image is shown as a file icon in the cell. Click a file icon to display the image in a new browser tab.
Document Type	The category or classification of a document. Note: Listed document types are defined by the ERP system.
Due Date	Date when payment for the invoices is due.
Email Address	Email address of the primary contact.
Entered by	User from your organisation who entered the invoice in your system.
Identified Date	Date when the tool identified the erroneous invoice.
Invoice Status	Current status of the invoice: Deleted: The duplicate invoice was deleted Not Deleted: The duplicate invoice wasn’t deleted
Latest Comment	Most recent comment in the Comment field.
Last Actioned Date	Date when a user from your organisation updated a field for the invoice.
Last Actioned By	User from your organisation who last updated a field for the invoice.
Open	Investigation state: Open: Unpaid Closed: Paid
Payment Terms	Invoice payment terms from the ERP system.
PO Number	Purchase order number.
Primary Contact Name	The main person of contact.
Region	Region where the invoice is posted.
Spend category	Spend category where the invoice is posted.
Status	Status of the invoice.
Supplier Contact	Vendor contact.
System	The organisation’s ERP used to track their finances.
Vendor	Name of the vendor who issued the invoice.
Vendor Group	Collection of vendors categorised in the Xelix settings. To learn more, see Vendor Settings (coming soon).

Add or Remove a Column

To add or remove a column from the Invoices Errors table:

Navigate to the Invoice Errors tab.
Click Columns & Filters to open the column menu.
To the left of each column you want to add or remove, click the switch to enable or disable the column.
- If the switch is purple, the column is enabled.
- If it’s grey, it’s disabled.
Click Apply in the top-right corner to update the table.