Notices overview
A notice is a flag the platform attaches to an invoice when something needs human attention. Notices are the visible side of the validation system and a few related signals (processing failures, post-extraction observations).
Where notices appear
Notices show up in three places:
- The Document notices panel on the LEFT side of the invoice detail page, between the breadcrumb and the document viewer. The panel header reads N Exceptions (where N is the count). Click the header to expand; each active notice appears as its own row with a short label, severity icon, and recommended action.
- The activity log on the invoice. Every notice generation and resolution is timestamped and recorded.
- The Action Center on the Dashboard. Aggregates outstanding notices across the entity so you can triage at a glance.
Earlier docs described notices as appearing in a right-side panel. The current platform renders the Document notices panel on the LEFT side of the page, between the breadcrumb and the document viewer.
Notice panel on an invoice detail page showing one of the eight notice types with its explanation and recommended action.
Notice types
The platform configures eight notice types today, in two families:
Core notice types (5)
| Notice | What it means | When you see it |
|---|---|---|
| Duplicate Invoice | A potential duplicate of an existing invoice. | Same invoice number plus same vendor matches another invoice in the system. |
| Duplicate Credit Memo | A potential duplicate credit memo. | Same memo number plus same vendor matches another credit memo. |
| Processing Error | The agent could not finish processing the document. | OCR failed, the document was unreadable, or extraction crashed. |
| Validation Failure | One or more validation rules or hooks blocked the invoice. | A required field is missing, a three-way match failed, or an integration hook flagged an error. |
| Price Change Detected | An invoice line unit price differs significantly from the last approved invoice for the same vendor and item. | Post-extraction comparison detected the variance against the prior approved invoice. |
PO consumption notices (3)
A tiered set of notices that surface when an invoice's matched PO lines push the PO toward, at, or past its authorized capacity. All three measure both quantity and amount consumption against the PO's authorized line totals.
| Notice | Severity | Title pattern | Trigger |
|---|---|---|---|
| PO approaching consumption | warning | PO <po_number> approaching consumption | Across matched lines, the PO is at a meaningful percentage of authorized quantity OR amount, but not yet at 100%. Per-tenant threshold (e.g., 80%). |
| PO fully consumed | info | PO <po_number> fully consumed | Approving this invoice brings the PO to exactly 100% of authorized capacity (quantity or amount). |
| PO overconsumed | warning | PO <po_number> overconsumed | Approving this invoice would push the PO past 100% of authorized capacity. |
Each notice description exposes the exact consumption percentages (e.g., "quantity 87%, amount 92%") so you can judge whether to approve, hold, or escalate. The AI recommendation panel suggests next steps — typically renew/close the PO for fully-consumed, confirm with procurement for overconsumed.
These three notices are tenant-hook driven (configured per integration), so the exact percentage thresholds vary per customer. All three offer a single Dismiss action; they don't block invoice approval on their own.
Severity
Each notice carries a severity that controls how prominently it appears and whether it blocks the invoice:
- error: blocks the invoice. The invoice cannot proceed until the notice is resolved.
- warning: surfaces visibly but does not block. The invoice can continue while the notice is open.
- info: surfaced for awareness only.
Severity for system rule notices can be overridden per entity. See Configuring rule severity.
Resolving a notice
Each notice has its own resolution. The pattern is:
- On the invoice detail page, look at the Document notices panel on the LEFT side between the breadcrumb and the document viewer. The panel header reads N Exceptions. Click the header to expand if it's collapsed.
- Click the row for the notice you want to resolve. The row expands to show the description and recommended action.
- Take the action: fix the field via inline edit on the right side of the page, click a built-in resolution button on the notice row (e.g., Mark as not duplicate on a Duplicate Invoice notice), dismiss with an explicit Acknowledge button (for non-blocking notices), contact the vendor, or whatever the notice calls for.
- If the notice came from a validation rule rather than a one-time action, click the Validate button in the action bar at the top-right of the page (Reject / Submit / Hold / Validate / Cancel Invoice). Validation re-runs; the notice clears if the issue is now resolved.
Audit
Every notice generation, update, and resolution is recorded in the invoice's activity log: the notice type, the trigger, who resolved it, when, and how. Useful for audit.