Receipt Management

Reloading the Receipts Documents Menu

1.1 min read

| November 14, 2025

A number of the receipt documents available for you to generate rely on certain background processes to run. If these background processes aren’t available for any reason, you won’t be able to generate those documents. This article covers which documents are affected by these processes being unavailable and what to do to reconnect them to generate documents again. 

For general information about the documents you can generate, see this article on Generating Receipt Documents

 

 

The background processes responsible for generating documents don’t affect the ability of the Find Receipts page to load. The page will run as expected, but when you access the Documents menu, several of the options will be red. 

A screenshot of a document

AI-generated content may be incorrect.

All of the options listed in red are unavailable, and those documents cannot be generated until the reports are reloaded. Hovering over any of those options will show the error “Could not load documents. Click “Reload Reports” to try again.” 

Reloading Reports

In order to restore connection to our documents’ background processes, you need to reload the reports. 

  1. Click on Documents > Reload Reports in the Documents menu. 
  2. If the background processes are restored, you’ll be prompted with a window stating that the documents are reloaded and asking you to reload the Find Receipts page. 
    A screenshot of a computer

AI-generated content may be incorrect.
  3. Click Continue to reload the Find Receipts page. The Documents menu will no longer be red, and you can generate documents again.
    1. Clicking Cancel will return you to the Find Receipts page without restoring connection to the documents' background processes. You’ll have to repeat Step 1 to reload reports when you’re ready. 
  4. If the background processes still aren’t accessible, you’ll be prompted with a red error window stating that there’s still an error and to try again later. 
    A screen shot of a message

AI-generated content may be incorrect.
  5. Wait a couple of minutes before trying to Reload Reports again. The documents’ background process can take a few minutes to become accessible. Once it’s running, you’ll be able to Reload Reports without any issue.  
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