Processing Digital Invoices (E-invoices)

Digital invoices are processed in Ascend AP like any other document, but with some editing restrictions. All digital invoices are eligible for Touchless Processing.

Processing Digital Invoices

When Ascend AP receives a digital invoice, it reads the invoice XML file and automatically populates the information. This is true even if it can’t pair all of the PO lines. It also adds all of your default Workday information, such as supplier-related worktags, supplier default worktags, and spend categories. This makes digital invoices excellent candidates for Touchless Processing.

To make sure your digital invoices are compliant, the following options are not available:

• Document Rules
• Add, delete, and duplicate lines
• Use previous lines
• Edit lines in the Line Workbench

Digital Invoice Storage

When you submit a digital invoice to Workday, a PDF copy of the invoice is automatically saved to your Workday instance. For auditing and compliance purposes, Ascend keeps a copy of the source and target files and records any changes made to the invoice.

Create Digital Invoice Reports with Advanced Search

You can use Advanced Search to search, filter, and create reports for digital invoices. To create a search specifically for digital invoices, create a filter that uses the “Source” field and “Pagero” as the value. You can also filter using “Company Name” as the field and enter the name of the company that uses digital invoices as the value.