Receipt Statuses
Every receipt in Mod AI has a status that reflects its current state. These statuses come directly from your ERP system and update automatically when changes are synced.
Status Reference
| Status | Description |
|---|---|
| Open | The receipt is active and available for matching with invoices. |
| Closed | The receipt has been fully matched or closed in your ERP. It is no longer available for new invoice matches. |
| Voided | The receipt has been cancelled in your ERP. It cannot be matched to invoices. |
How Statuses Change
Receipt statuses are managed entirely by your ERP system. When a status changes in your ERP -- for example, when a receipt is closed after all related invoices have been processed -- that change syncs to Mod AI automatically.
You cannot change a receipt status directly in Mod AI. If a receipt status appears incorrect:
- Check the receipt in your ERP to confirm the correct status.
- If the ERP status is correct, wait for the next sync cycle to update Mod AI.
- If the ERP status is wrong, correct it in your ERP and the fix will sync to Mod AI.
Receipt statuses are managed by your ERP and synced to Mod AI automatically. To change a receipt status, update the receipt in your ERP system.
Statuses and Invoice Matching
A receipt's status affects whether it can be used for three-way matching:
- Open receipts are available for invoice matching.
- Closed and Voided receipts are not available for new matches, though any existing matches are preserved for historical reference.
If you are trying to match an invoice to a receipt and the receipt does not appear as an option, check the receipt's status. It may have been closed or voided in your ERP.
Learn More
- Receipts Overview -- What receipts are and how they work in Mod AI.
- Searching & Filtering Receipts -- Filter receipts by status and other criteria.
- Matching Invoices to POs and Receipts -- How matching works.