All Categories ​ > ​ ​E-invoicing ​ > ​ ​French e-invoicing ​ > ​     Monitor received e-invoices in Medius Expense — France

Monitor received e-invoices in Medius Expense — France

Updated by Roufaida Djouadi

This article is intended for company administrators and accountants. It only applies if your company has activated the e-invoicing feature in Medius Expense and is set up to receive e-invoices.

Medius Expense provides a dedicated view allowing administrators and accountants to monitor all e-invoices received in their company account. You have full visibility over incoming e-invoices and their status, and can take action when an invoice cannot be automatically routed to an employee.

Where to find it

The e-invoice monitoring view is accessible from two places:

  • Admin Panel → E-invoices list (dedicated page)
  • Accountant view → E-invoices tab
You will only see assigned e-invoices linked to employees you have access to. Unassigned e-invoices are visible to all admins and accountants.
Understanding e-invoice statuses

Each received e-invoice displays one of the following statuses:

  • Assigned — the e-invoice has been successfully linked to an employee or expense, either automatically or manually.
  • Unassigned — the e-invoice could not be automatically routed. This typically happens when the merchant did not include a valid employee identifier in the routing information. Action is required.
Manually assigning an unassigned e-invoice

When an e-invoice arrives without a recognizable employee identifier, it appears as Unassigned in the list. Admins and accountants can assign it manually in two ways.

Option 1 — Assign to an employee

Use this when an employee has informed you (outside of the app) that they are expecting an e-invoice.

  1. Open the unassigned e-invoice.
  1. Select Assign to employee and search for the employee by name.
  2. Confirm the assignment.

Once assigned, Medius Expense will automatically:

  • Match the e-invoice with an existing expense in the employee's account if a match is found, or
  • Create a new expense if no matching expense exists.

Option 2 — Assign directly to an expense

Use this when you can identify a specific expense the e-invoice relates to.

  1. Open the unassigned e-invoice.
  1. Select Assign to expense.
  2. Medius Expense will suggest up to 3 candidate expenses ranked by matching score.
  3. Select the correct expense from the suggestions.
Once assigned, the e-invoice is automatically reconciled with that expense.
Correcting a wrong assignment (Unassign)

If an e-invoice was routed to the wrong employee — whether due to a manual assignment error or a mistake made by the merchant — it can be unassigned, as long as the expense has not yet been submitted by the employee.

To unassign:

  1. Open the assigned e-invoice.
  2. Select Unassign.
The e-invoice returns to Unassigned status and can be reassigned to the correct employee or expense.
Once an expense is submitted, the e-invoice can no longer be unassigned. Contact your Medius Expense administrator if a correction is needed at that stage.

How did we do?

Powered by HelpDocs (opens in a new tab)