Why we Delete an Invoice
There are times when an invoice is uploaded to your account and we are unable to process it. We try our best to process even the hand-written invoices and generally trust that if you uploaded an invoice it belongs in that unit. However, we may delete it if it is a duplicate, or if it is missing any of these three essential things:
- Vendor Name
- Line Items with prices
- An invoice total
For more information about what we will process, see this article: What We Can Process and What We Cannot Process
Notifying you of a Deleted Invoice
When we are missing information and cannot process an invoice, of if it's a duplicate, MarginEdge will send an email notification alerting you to the issue.
By default, the user who uploaded the image, plus anyone with the "Accountant" or "MarginEdge Admin" role, will receive an email. To adjust this, go to SETUP > NOTIFICATIONS and select "Invoice Image Issues".
If you have multiple restaurants, all your units will appear on this page. You have the option to "Manage Individually" if you want unique settings for each unit, or you can adjust the settings for all units at once using "Manage Combined".
For more information about notifications, see this article: Managing User Notifications
Viewing Deleted Invoices
If you want to review an invoice that has been deleted, the link from your email notifiation will take you straight there. You can also access all of them from the Orders page. Just use the filter that says "Include Orders" and scroll down to check "Deleted Invoices".
When you select an invoice to view, you can see the source, the reason it was deleted as well as the vendor. If there were attachments, you can click the link(s) to see those as well. If you have any concerns and think the invoice should be restored, please send an email to help@marginedge.com and include the Order Link, copied through the available button.