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Organising

What each document status means

Queued, Processing, Needs mapping, Extracted, Reviewed, Failed, and Deleted.

Updated 10 October 20261 min read

StatusMeaning
QueuedThe file was accepted and is waiting to be read.
ProcessingAutoBooks is reading it now.
Needs mappingA spreadsheet with a new column layout. Map the columns once.
ExtractedRows are waiting for you in the Review Grid.
ReviewedNo rows from this file are waiting for review.
FailedNo usable data was found, or reading did not complete. Hover for the reason.
DeletedRemoved by an accountant. The client portal shows Deleted by your accountant.

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