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Advanced options on Statement Reconciliation

Advanced option and what they mean

Zoe Fuller avatar
Written by Zoe Fuller
Updated over 3 months ago

The Advanced Options Menu:

  • You can force approve the statements by clicking the option in the top right corner while viewing a statement. This will move it to the completed section and add a note indicating that it has been force approved.

  • Custom Email Supplier – Use this to provide specific details in the missing invoice request (e.g., account number).

  • Reprocess Statement – Refresh any adjustments or missing invoices that have been uploaded.

  • Send Back to Invoice System – Use this if the statement has been processed incorrectly and needs reprocessing.

  • View Extracted Text – This allows you to view the lines that Opsyte has scanned. You can map the lines here if Opsyte hasn't recognized them.

  • Reset Statement Status – This option will "unforce" any statement that was previously force-completed by a user.

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