The Ingests tab provides details of files sent to the 7bridges software and what happened to them. For example, when an invoice is emailed by a provider it will be listed in the Ingests tab with a link to the invoice created in the software.
Only users with the permission role Admin or Optimise can see the Ingests tab.
What are the definitions of the columns in the ingests table?
The available columns are as follows:
Date & time - this is the date & time the file was received and ingested into the 7bridges software.
Ingest type - this will display the type of document ingested, the options available include:
- Classification (the document type has not yet been determined)
- Invoice
- Orders
- Shipments
Source - this will display how the document was ingested into the 7bridges software e.g. email, csv etc.
Invoice number - this will display the invoice number (or numbers) for any type of “invoice” ingested. Please note, for any other document type this column will be blank.
Status - this will show the current status of the ingested file, the options available are:
- Initial - the file has been received
- Queued - the file is waiting to be processed
- Running - the file is currently being processed
- Await classification - the file has finished processing and the system is matching the details
- Success - the file has been successfully ingested into the 7bridges software
- Failure - the file was unable to be ingested
Can I filter the displayed results?
Absolutely, use the filter option on the right to reduce the results. Select one or more option, then click Apply to see the updated results.
Tip: you can easily remove the filters by clicking the each filter criteria, or click the Clear all filters button to remove all filters.
Note: Header sorts are also available for all columns, except the invoice number column as there could be multiple numbers in 1 field.
How can I see the original file ingested into the software?
Click on the row you would like to view in more details (we recommend to click on the date or status column areas for ease). The Basic info will be displayed including:
- Type, source, manual?, dates and ingested id.
- Ingest file (can be easily downloaded by clicking on the down arrow under the file name)
- Associated invoices section (if applicable)
Example test data only:
Can I see the full invoice?
Yes, click on the square and arrow icon after the invoice number (shown below) from the main Ingests view or from the Basic Info details page, to open the invoice.
Example test data only:
Please note, if you open the invoice from the Ingests page you will be taken to the Invoices section vs. remaining in the Data manager section.
You can use the browser back button to return to the previous Ingests page, but if you select to access Data manager from the main menu on the left-hand side, any previous filters will be reset.