Cortena classifies each payable attachment with a Document type · for example Invoice, Receipt, Delivery confirmation, or Payment confirmation. The type drives list filters, workflow branches, and whether certain exports are allowed.
Related: Invoice list, filters, and status, How Cortena reads an invoice, and Reprocess.
1. Where document type appears
On invoice detail, Document type reflects how Cortena classified the file after extraction (you can change it when editing is allowed for that invoice state).
Common values include:
- Invoice · standard supplier invoice
- Receipt · proof of payment / small purchase receipt
- Delivery confirmation · delivery note without full invoice data
- Payment confirmation · bank or payment advice style confirmation
- Other · contracts, reminders, or unclassified scans
German workspaces may see localized labels for the same values.
2. List filters
In Payables or Expenses, open the filter bar and choose Document type. Combine with Duplicates: Master and Exclude status when building review queues · for example only Invoice masters that are not yet synced.
Related: Invoice list, filters, and status.
3. Workflow and export
In Settings → Workflow, Conditions can test Document type (classified type is any of selected values). Use this to skip export for receipts or route delivery notes to a review-only path.
Some tenants block accounting export for specific types until an admin enables export for that type under Settings → Accounting Preferences · the invoice may show export blocked messaging naming the document type.
4. Typical scenarios
- Receipt only · Supplier emailed a card receipt; type Receipt; workflow sends to archive or expense path without DATEV export.
- Invoice + delivery note · Two files arrive; filter Invoice for export queue, Delivery confirmation for logistics review.
- Misclassified scan · Clerk sets type to Invoice after reprocess fixes extraction.
Tips and limitations
- Document type is stored on the invoice · change it on detail when policy allows, not only via re-upload.
- Structured e-invoices are detected separately; see E-invoices.
- Export eligibility still requires valid booking match, posting month, and integration rules · document type is one gate among several.
Quick reference
| Task | Where |
|---|---|
| View / edit type | Payable detail → Document type |
| Filter list | Filter bar → Document type |
| Branch workflow | Settings → Workflow → Conditions → Document type |
| Allow export for type | Settings → Accounting Preferences (when export blocked) |