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Failed Portal Submissions

Updated this week

Failed Submissions

Sometimes, despite Tesorio's best efforts, an invoice submission may fail due to factors in the portal setup or configuration. When this occurs, the invoice will automatically be assigned a "Failed Submission" status.

This status helps you quickly identify invoices that require attention and provides actionable information about the reason for failure and suggested next steps.

Understanding Failed Submissions

The Failed Submission status cannot be assigned manually - it's automatically applied when Tesorio has exhausted all automated attempts to submit an invoice, including retries and troubleshooting.

To review a failed submission:

  1. Click the icon next to the "Failed Submission" status in any invoice table (dashboard widgets or invoices workspace)

  2. A side-by-side view will open showing the invoice details, error message, and suggested action

  3. Review the error details at the top of the screen which explain why the submission failed

Common Failure Scenarios

Failed submissions typically occur for the following reasons:

  • No "Create Invoice" button available on the PO

  • Tesorio user lacks permission to create invoices for the customer in the portal

  • Unable to edit line items to match invoice amount

  • PO does not have enough funds

Taking Action on Failed Submissions

For each failed submission, you can:

  • Resubmit: Changes the status back to "Ready to Submit" to try again, typically after addressing the underlying issue

  • Edit Customer's Supplier Portal Settings: Opens the customer portal settings drawer to make necessary adjustments

  • Start an Email, Add Tags, Notes, or Tasks: Take follow-up actions without leaving the review screen

  • Manual Submit: Indicate you'll handle this invoice outside of Tesorio

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