What does Extracting mean?
The status 'Extracting' means that Jack is busy working on pulling the data from the uploaded document, applying in-context learning and historical knowledge to take a position on which Account Code and VAT treatment to apply.
What does Ready mean?
The status 'Ready' means that Jack has extracted all the data from the document, taken a position on the Account Code and VAT treatment and is ready to be reviewed by a bookkeeper or accountant before publishing to the accounting platform.
What does Failed mean?
The status 'Failed' means that Jack has been unable to extract any data or the document uploaded was not expense related. You are able to view which document this was, but no further action will be needed.
What does Reviewing mean?
The status 'Reviewing' means that a bookkeeper or accountant has looked at the transaction details that Jack has extracted and worked on and made a change or added something and then saved.
What does Published mean?
The status 'Published' means that the reviewer is happy with all the detail Jack has extracted and taken a position on, may have done some further edits, but has published to the relevant accounting platform.
What does Confirm and Sync mean?
Jack uses the instruction, 'Confirm and Sync' to mean publish to the relevant accounting platform.