Reprocess Invoices
Note
Only a platform admin can reprocess the invoices.
A checker approval is needed to successfully reprocess the invoices.
Introduction
The Re-Process Invoices section within CredAble’s DFX platform allows internal admin users to manage rejected invoices from the bank. This functionality enables users to:
Identify the invoices that were rejected by the bank after receiving the payment instruction file.
Resubmit these invoices for processing after addressing any errors or discrepancies that may have caused the rejection.
This document outlines the functionalities and workflows for invoice reprocessing within the DFX platform. It provides admins with a step-by-step guide on how to utilize the module to efficiently manage rejected invoices and ensure timely payments.
How To Access On DFX Platform
Platform Panel -> Invoices -> Re-Process Invoices
Steps to reprocess invoices in DFX platform
Under Pending Invoices tab, you can view a list of all rejected invoices by the bank.
Select the invoice(s) you wish to submit for reprocessing by checking the corresponding checkboxes.
Click Submit. Upon clicking this button, the invoice(s) are moved to Pending Checker Authorization tab, where they are forwarded to a checker for review, validation, and approval. Once approved, the invoice(s) are removed from the platform and become ready for reprocessing.
Now, maker can refer Upload Invoice document to reupload the invoices in the platform.
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