Retry failed extraction or automation

Overview

• Retry extraction and Retry automation solve different problems.
• Retry extraction is for an uncompleted document that failed before Supplier invoice / Expense receipt / Credit-note review initialization.
• Once a review workflow already exists, extraction retry is intentionally blocked so it does not overwrite reviewed state.
• Retry automation re-runs Known-only safety checks after staff fix the cause.
• Expense receipt ATTACHMENT_FAILED has its own Retry attachment path because the Xero transaction already exists.
• Completed documents cannot be reprocessed.

When to use this

• Use the narrowest recovery action that matches the failure rather than deleting/re-forwarding the document first.

Step-by-step

1. Read Status, warnings, error message, and Automation note.
2. If no review workflow exists because extraction failed, choose Retry extraction.
3. If mappings/accounts were corrected after automation stopped, choose Retry automation.
4. If an Expense receipt says Attachment failed, choose Retry attachment.
5. Use Remove / re-import only for an eligible uncompleted record that truly needs a fresh ingestion.

Common mistakes

• Do not retry extraction after staff have already started reviewing a structured document.
• Do not retry Xero creation when only attachment upload failed.
• Do not keep pressing Retry automation without fixing the safety condition reported in the Automation note.

Troubleshooting

• If Retry extraction says the document already has a review workflow, continue through that review instead.
• If automation still stops after a retry, the safety condition still exists and requires manual review or corrected mappings/accounts.