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Troubleshooting​

Installation issues​

ProblemSolution
Extension won't installVerify ExFlow is installed, BC version is 26.0+, and valid permissions are in place
"Data Upgrade Complete" shows NoRestart the session and wait 5–10 minutes. Contact support if it stays No after 30 minutes

Authentication issues​

ProblemSolution
"Authentication Failed"Re-run Onboarding or check Entra role assignment
"Unable to Store Credentials"Verify admin permissions and that the extension is fully installed

Prediction issues​

"No Predictions Available" — Check in order:

  1. Vendor enabled for ML?
  2. Document exported? (Doc Image Sent = Yes)
  3. Vendor has 20+ exported documents?
  4. 48+ hours since first export?

Predictions are inaccurate — Usually means insufficient data (need 50+ documents) or inconsistent historical coding. Continue coding correctly and allow 30–60 days.

Job queue issues​

StatusAction
ErrorReview error message, fix issue, set to Ready
On HoldSet to Ready
MissingRecreate the entry