Invoices & claims · Article 6 of 6
Invoice automation status
When an invoice arrives in Navigator via email, it goes through an automated processing pipeline before your team reviews it. The automation status tells you how that processing went.
What is the invoice automation status?
The automation status is the result of Navigator's AI invoice processing pipeline. When an attachment arrives, the system validates the file, extracts invoice data (supplier, customer, reference, line items, totals) using AI, checks the data against rules, and decides whether the invoice can proceed automatically or needs team review.
Automation statuses and what they mean
| Status | What it means |
|---|---|
| Passed | Passed all automated checks and processed without issues. |
| Passed silently | Passed but processed without sending a notification (e.g. auto-approval applies). |
| Passed — travel | Passed and identified as a travel-related claim. |
| Passed — auto-create disabled | Passed but not auto-created because auto-create is disabled for this customer or supplier. |
| Passed — non-core disabled | Passed but not processed because the relevant non-core support type is disabled for this account. |
| Review required | Flagged for human review before proceeding — the most common status to action. |
| Failed | Could not process — unreadable file, unknown supplier, missing required field. |
| Failed — auto-reply disabled | Failed but no rejection email was sent because auto-reply is disabled for this supplier. |
When to check the automation status
Check it when:
- An invoice task is tagged Review required — automation flagged something specific
- An invoice appears stuck or hasn't progressed as expected
- You want to understand why an invoice was or wasn't auto-processed
Completing a review
- Open the invoice and review the details — check what the automation flagged (may appear in notes or task description).
- If correct and should proceed, use Complete review to clear the flag.
- If something is wrong, correct it or reject the invoice.
For a deeper look, see Tasks: Invoice automation status.
Related reading: Automated invoice creation explains the validation checks and what qualifies for auto-processing. Automated invoice replies covers the emails Navigator sends to suppliers based on the status.