Draft Submissions
When Tesorio submits an invoice to a supplier portal, sometimes it will be saved as a draft rather than fully submitted.
Why Invoices Are Saved as Drafts
Tesorio will save an invoice as a draft for several reasons:
Information Limitations: While Tesorio captures most invoice and PO information, certain fields may require manual selection that only a human can perform within the portal interface, such as:
Selecting specific accounting categories that aren't pre-mapped
Providing supplementary documentation not available in Tesorio
Portal Constraints: Some supplier portals have specific validation rules that can only be addressed by a user directly in the portal:
Line item adjustments that require manual confirmation
Portal-specific coding that must be selected from available options
Custom field requirements unique to your customer relationship
In these cases, Tesorio prepares as much of the invoice as possible—populating all available fields with the correct information from your records—and then saves it as a draft, allowing you to complete the remaining steps quickly without having to re-enter all the invoice data.
Invoices in "Draft" status:
Require manual action by logging into the supplier portal
Are easily identifiable by the yellow Draft status indicator
Can be reviewed directly in Tesorio before completing submission in the portal
To work with draft invoices:
From your dashboard, look for invoices with the yellow "Draft" status
Click the review icon next to the status to open the review overlay
Review the invoice details and submission information
Click the "Open Supplier Portal" button to navigate directly to the portal where you can complete the submission
Once you've completed the submission in the portal, Tesorio will continue monitoring the invoice status
Draft invoices will appear in the dashboard widget "Portal Invoices - Requires Action" to ensure they're addressed promptly.
