Reject or resend an invoice

Reject an invoice when it can’t be posted as it stands. Neoflo asks you to choose one of five reasons.

Reason	Choose it when
Duplicate Invoice	The invoice is already in Neoflo.
Invalid Invoice	It’s an invoice, but it can’t be processed as it stands: the vendor on it isn’t the vendor on the PO, for example.
Not an Invoice	The attachment is a statement, a quotation or another document.
PO not Found	The PO doesn’t exist in SAP, and the requester can’t confirm the right one.
Others	Anything else, such as a GR that won’t be posted soon.

Choose the most specific reason you can. The reasons feed the Rejection split chart on Reporting, and Others doesn’t show your lead the cause. See Read the Reporting page.

Reject an invoice

Open the invoice on Invoice Extraction or Bill Posting Details. Both have a Reject button.

From Faktur Pajak or Matching, select the back arrow at the top left until you reach Invoice Extraction.

Select Reject.

In Reject Invoice?, under Select the reason for Rejection, choose the reason.

Select Confirm Rejection.

The Reject Invoice? dialog over Bill Posting Details, with five reasons to choose from: Duplicate Invoice, Invalid Invoice, Not an Invoice, PO not Found and Others, and Cancel and Confirm Rejection buttons — Rejecting from Bill Posting Details.

1Reject

2The five reasons

3Confirm Rejection

What happens nextThe invoice moves to the Closed tab with the status Rejected, and Neoflo Status on the Freshdesk ticket changes to Rejected. Other invoices on the same ticket carry on as before, so follow them on the dashboard, not in Freshdesk. See Track a ticket with Neoflo Status.

Send a rejected invoice through again

Once the cause is fixed, send the invoice through again from the dashboard. For example, an invoice rejected as PO not Found can go back through once the requester confirms the right PO.

On the Invoice Dashboard, select the Closed tab.

Find the rejected invoice. Its Status reads Rejected.

Select Reprocess on its row.

The invoice goes back to Extraction and runs through every check again. If it duplicates an invoice already in Neoflo, it stops at the duplicate check.

The Closed tab of the Invoice Dashboard. Posted invoices have a View button and rejected invoices have a red Reprocess button — The Closed tab. A rejected invoice can be sent through again with Reprocess. A posted one can only be viewed.

1Closed

2Rejected

3Reprocess

4Posted

5View

Check your understanding

These questions cover all of Module 3.

1. An invoice's PO number field holds an email address. What do you do?

Enter the real PO number from the invoice or the ticket. If there isn’t one, ask the requester.

2. A 53 series invoice for SGD 579 arrives against a GR of SGD 632. What happens?

It goes through. SAP posts SGD 579 and reverses the SGD 53 on its own.

3. The PO has no GR in SAP. Can you continue?

No. Neoflo blocks the invoice, and the block can’t be overridden. Ask the requester to post the GR.

4. The simulation shows "Balance not zero". What's the likely cause?

A wrong tax code on a line. Choose the right code and simulate again.

5. You need to reject an invoice that's on the Matching screen. Where is the Reject button?

On Invoice Extraction. From Matching, select the back arrow at the top left until you reach it.

6. A 54 series invoice for SGD 900 arrives, and the PO has SGD 500 left. What happens?

Neoflo blocks it. Ask the requester to extend the PO or raise a new one.

7. Where do you enter the SES number for a 52 series invoice?

In GR/SES Number, on Invoice Extraction.

Start here

Onboarding

Ingestion

Process an invoice

Reporting

Memory

Reference

Reject an invoice

Send a rejected invoice through again

Check your understanding

​Reject an invoice

​Send a rejected invoice through again

​Check your understanding

Reject an invoice

Send a rejected invoice through again

Check your understanding