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      Check Invoice Status (Yardi)

      As an invoice flows through PredictAP it will go through multiple status changes.  Here's the typical invoice lifecycle:

      Status Workflow - Yardi - 2023

      These are the corresponding statuses you will see associated with an invoice:

      Historical Record

      • This is the status assigned to the historical invoices we loaded as part of your account setup.

      Unreviewed

      • The invoice is ready for editing (the processing has been completed).

      Suspected Duplicate

      • If the product thinks the invoice is a duplicate, this is the status that will be assigned.

      Marked as Duplicate

      • If the invoice was marked as a duplicate by your team, this would be the final status for it.

      Rejected

      • If you do not want to continue coding the invoice but still want to keep a record of it, you can assign it to this status.
        • Note, there is no ability to delete invoices entirely from the PredictAP platform. If a user does need the ability to permanently delete invoices please reach out to support@predictap.com. 

      Reviewing

      • The invoice is currently being edited/reviewed on your end.

      Approved

      • The invoice is done being coded and was submitted. The next status will be confirmation that it was successfully accepted by Yardi.

      Delivered

      • The invoice was successfully submitted to Yardi.
      • The invoice can no longer be edited in PreditAP at this point.

      Delivery Failed

      • If Yardi rejects the invoice for any reason you will see this status. When you click submit on an invoice and delivery fails, you'll be shown a message with the reason why. If you don't understand the reason, please reach out to support@predictap with a screenshot of the message you're seeing.

      Delivered - Posted 

      • This status is assigned when the Invoice has been posted in Yardi.

      Delivered - Issues

      • If an invoice is successfully delivered to Yardi, however we will not be able to sync the status in the future for the invoice, it will get set to this state.
      • The most common reasons for this status to be set is due to a conflict with Vendor-Property security settings in Yardi, or the invoice was deleted after it was delivered to Yardi.