A Business Document is stuck or failed

Overview

• Business Documents has separate ingestion/extraction, review, automation, Apply/Xero, and attachment stages.
• Retry extraction is only for failure before a structured review workflow exists.
• Retry automation is for re-running Known-only safety checks after mappings/accounts are corrected.
• Expense receipt ATTACHMENT_FAILED means the Xero transaction already exists; only the attachment needs retry.
• Remove and re-import is only available before a document has been fully applied or sent to another connected workflow.

When to use this

• Use this when a document remains FAILED/NEEDS_REVIEW or staff are unsure which Retry button is safe.

Step-by-step

1. Read top-level Status, warning/error, and Automation note.
2. Open the original attachment and confirm the source is valid.
3. No review workflow yet → Retry extraction.
4. Review exists → fix fields/mappings manually.
5. Known-only safety issue fixed → Retry automation.
6. Expense ATTACHMENT_FAILED → Retry attachment only.
7. Use Remove/re-import only when the record is eligible and truly needs fresh ingestion.

Common mistakes

• Do not retry Xero creation when only the receipt attachment failed.
• Do not remove a completed/applied document to make the inbox cleaner.
• Do not keep retrying automation without fixing the stated safety condition.

Troubleshooting

• If Retry extraction says a review workflow already exists, continue that review.
• If the same document is detected as a duplicate, use the existing record unless the original was safely removed first.