Receipt statuses
Every receipt has a status that reflects its state. Statuses come from your ERP and update on sync.
Status reference
| Status | What it means |
|---|---|
| Open | The receipt is active and available for matching. |
| Closed | The receipt was closed in your ERP (often after all related invoices processed). Not available for new matches. |
| Cancelled | The receipt was cancelled in your ERP. Cannot be matched. |
How statuses change
Receipt statuses are managed entirely in your ERP. When a receipt is closed after processing is complete, that change syncs to Mod AI.
You cannot change a receipt status directly in Mod AI. If a status looks wrong:
- Check the receipt in your ERP.
- If the ERP status is correct, wait for the next sync.
- If the ERP status is wrong, fix it in your ERP.
info
Receipt statuses come from your ERP. To change one, update the receipt in your ERP.
Status and invoice matching
- Open receipts are available for three-way matching.
- Closed and Cancelled receipts are not available for new matches. Existing matches are preserved for historical reference.
If a receipt is not showing up when you try to match, check its status in your ERP.