Prerequisites:
Before you begin, ensure you have the following:
Admin role on ProcureDesk.
Steps
Step 1: Go to "Admin"
Log in to ProcureDesk and navigate to the "Admin" section.
Step 2: Navigate to "Logs"
On the left menu, click on "Logs"
Step 3: View successful imports
Under the Invoice Email Tracking section, click on "Successfully Imported" to view the invoices imported successfully onto your ProcureDesk account.
Step 4: View failed imports
Similar to Step 3, click on the "Import Failed" option to view the failed imports.
You can view the failure reason on the screen under the Failure Reason column and for more details click on the "eye icon".
FAQ and Troubleshooting
What does it mean if I do not see an invoice number for my successfully imported invoice via email?
If the invoice number and supplier name are not found, it means the invoice has been deleted from the system even though it was successfully imported.
Will emails with no attachments get imported on ProcureDesk?
No, emails that have the invoice attachment will only be imported.