What is a Draft Bill?
A draft bill is a bill that has not yet completed Folio's AI Transcription processing. Folio will show you these in the Drafts section of your Folio Bills page.
Draft bills in your Needs Review queue
If a draft bill needs your attention to complete the Transcription process Folio will flag it for you into your Needs Review queue. This way, you are proactively made aware right in your Folio when a bill needs something from you so it can continue on to completion.
What do I do when a draft bill needs my review?
Supplier Needed - This invoice was flagged for review because we do not have the supplier ERP details required to be able to transmit this bill to your ERP system. Please provide us with the supplier ERP identifier details.
Image Issue - This invoice document was flagged for review because our AI Transcription system was unable to read all of the necessary information. Most often this can be due to a low-resolution scan, a page missing or cutoff, or an incomplete document (ie. pages 2-4 provided but no page 1). Please provide a new, complete replacement invoice document; digital downloads are best if you have them.
Possible Duplicate - This invoice document was flagged for review because Folio already has an existing copy of this invoice for this supplier for you but this new copy may be different. Folio automatically detects and skips new copies of the exact same invoice in order to prevent duplicate payments and reduce duplicate work for you. However, if a new copy of an invoice comes in with with a new amount, we will flag this for your review as it may be a corrected copy or need your attention to clarify.
Unsupported Currency - At this time, Folio only supports invoices billed in US Dollars. Any invoice that is not billed in USD will be flagged for your review.
Invalid Data - This invoice was flagged for your review for some other reason. Most frequently, this could be a logical math error on the invoice that needs special attention or perhaps a document with invalid data that cannot be read. This can most often be corrected by providing a newly corrected document.