What do the Graphics Represent
Yellow Triangle: This indicates that the document is in the review phase and needs your attention. These documents require you to approve or add information before Hubdoc can send these documents through to one of your other cloud platforms, such as QuickBooks Online, Xero, Google Drive, Bill.com or Box. When these documents are within the Review tab, you have two main options: you can publish the document to a downstream integration or archive it in Hubdoc (or do both!)
Red Triangle: This indicates Hubdoc is unable to connect to one of your accounts, such as a bank account or a supplier. Hubdoc may be encountering Personal Verification Questions or 2 Factor Authentication. It is also possible that the supplier's website may have recently changed, in this case, Hubdoc may need to update its connection with this website.
Green Check Mark: This indicates the document has been archived or the document has successfully been published to a downstream integration (or both!)
Blue Clock: This indicates the document is undergoing Hubdoc's data extraction process. This can take anywhere from a couple of minutes to 24 hours depending on the size of the queue of documents that need to be processed.
Do Not Enter: This means the document has failed during our data extraction process or failed to publish successfully to an integration such as QBO, Xero, Bill.com, or one of the document storage platforms. Documents can fail during our data extraction because the supplier name, date and total amount are not clearly displayed, the document is hard to read (wrinkled, ripped, etc) or the document is out of the scope of our data extraction (i.e. is not a receipt, bill or invoice). With regards to documents failing to publish to an integration, there are many possible reasons this can happen. Hovering the mouse over this symbol in the "Edit Data" bar (the panel on the left-hand side of the screen) may show why this document failed to push to the appropriate integration.