Tasks · Article 11 of 12

Invoice automation status

When Navigator processes an invoice task, automated validation checks whether the invoice can be approved and submitted without manual intervention. The result is shown as the Invoice Automation Status — a badge on invoice tasks.

4 min read Last updated April 2026

Where to see it

In the task list — an Automation column with a coloured badge
In the task detail view — shown prominently in task properties
In the queue filter — use the Invoice automation filter

Non-invoice tasks don't have an automation status.

Status values and what to do

Status	Meaning	Action
Passed	Passed all checks. If auto-create enabled, invoice created automatically.	Monitor. If auto-create off, create the invoice manually.
Passed (auto-create disabled)	Passed but auto-create is off for this account.	Create manually.
Passed (travel items disabled)	Passed but contains travel line items; travel is disabled.	Remove travel lines and resubmit.
Passed (non-core items disabled)	Passed but contains non-core items; disabled.	Remove non-core items and resubmit.
Review required	Passed but warnings detected. Invoice was not auto-created.	Open and review warnings in detail.
Failed	Failed validation. Auto-reply sent to supplier (if enabled).	Review errors. Fix and reprocess, or archive.
Failed (auto-reply disabled)	Failed but no auto-reply sent.	Manually contact the supplier.

What to do when status is "Review required"

Open the task.
Look for the warnings section — describes exactly what was flagged.
Review the invoice data and warning details.
If valid, create the invoice manually.
If there's a problem, contact the supplier and archive or reject.

What to do when status is "Failed"

Open the task.
Read the error details.
If fixable (wrong support code, incorrect amount), correct and reprocess.
If the supplier needs to resubmit, contact them (if auto-reply is disabled, this is manual).
Once resolved, archive the original task and process the corrected invoice through a new task.