Tracking Tesorio-Submitted Invoices
Tesorio provides visibility into which invoices have been submitted to a supplier portal by the Supplier Portals Agent. This helps you track automated submissions and their outcomes.
Submitted to Supplier Portal Field
The "Submitted to Supplier Portal" field shows when an invoice was submitted to a supplier portal by Tesorio's Supplier Portals Agent:
In the Invoices workspace, this field is available as both a column and a filter
The field displays a submission icon and date for Tesorio-submitted invoices
Clicking on this field opens a detailed view of the submission information
Hovering over the field shows a tooltip with the submission timestamp
Filtering and Sorting
You can easily filter to find invoices:
"Submitted by Tesorio" shows all invoices submitted through the Supplier Portals Agent
You can further narrow by date range (This Week, Last Month, Custom Range, etc.)
"Not submitted by Tesorio" shows invoices that haven't been submitted through the Supplier Portals Agent
You can also sort by submission date (newest to oldest or oldest to newest) to prioritize your work.
Reviewing Submission Details
To review the details of a Tesorio-submitted invoice:
Click on the submission date in any invoice table or drawer
A submission overlay will open showing:
The exact submission timestamp
The values that were submitted to the portal
The current Supplier Portal Invoice Status
Tesorio's Submission Results feature gives you instant visibility into submitted invoices without leaving the platform. With a single click, you can view exactly what was submitted to supplier portals and when it happened.
Understand Invoice Status Changes
Here's a step-by-step explanation of how invoice statuses change when working with Tesorio's Supplier Portal Agent:
Invoice Status Flow During Submission
Initial Match: When Tesorio identifies a match between an invoice and a Purchase Order (PO), it will set the invoice status to either:
Ready to Submit: This status triggers the automated submission process and queues the invoice for submission.
Review Submission: This status appears when either:
The invoice and PO pair didn't pass pre-submission checks (terms mismatch or insufficient PO balance)
Your company setting is configured to require review before submission
If a customer is not enabled for invoice submission, Tesorio will exclude the customer's invoices from the automated submissions process
Manual Matching: When you manually match an invoice to a PO:
Tesorio automatically runs pre-submission checks
If checks pass and your company setting doesn't require review, the invoice status automatically changes to "Ready to Submit," which queues the invoice for submission.
If checks fail or your company requires review, the invoice goes to "Review Submission" status
Submission Process: Once an invoice changes to Ready to Submit (either automatically or after review), it enters the submission queue, which runs every 5 minutes.
The status changes to Queued for Submission waiting in queue to be picked up by the agent
Submission in Progress is the status assigned to invoices that the agent is in the process of creating in the supplier portal
Post-Submission: After submission, the invoice status is updated to reflect its current status in the portal or the submission status if the submission was unsuccessful:
Pending Approval: Submitted but not yet approved in the portal
Approved: Approved for payment in the portal
Disputed: Flagged with issues in the portal
Paid: Marked as paid in the portal
Draft: Tesorio saved the invoice as draft - you need to log into the portal and manually submit
Failed Submission: The Tesorio submission process encountered an error that requires user attention
Line Linking: After the invoice is submitted, it is linked to the specific PO lines in the portal, and this relationship is displayed in the Customer Purchase Orders workspace in Tesorio.