First Invoice Walkthrough
Overview
Section titled “Overview”TaprNext processes invoices through a five-step workflow: upload, review AI extraction, edit data, match to purchase orders, and submit for approval.
Step 1: Upload an Invoice
Section titled “Step 1: Upload an Invoice”From the dashboard, click + New Invoice and either drag-and-drop or browse for a PDF, image, or supported file format. Select your legal entity and upload. The system automatically begins AI extraction.
Step 2: Review AI Extraction
Section titled “Step 2: Review AI Extraction”The AI automatically extracts key invoice fields with confidence scores:
- Green (90%+): High confidence results
- Yellow (70-89%): Medium confidence requiring verification
- Red (<70%): Low confidence needing attention
Common extracted fields include vendor name, invoice number, dates, amounts, and line items.
Step 3: Edit and Correct
Section titled “Step 3: Edit and Correct”Click any field to manually correct or update extracted data. You can edit vendor information, invoice numbers, dates, amounts, and individual line items. Add or modify line items as needed.
Step 4: Match to Purchase Orders
Section titled “Step 4: Match to Purchase Orders”Optionally match the invoice to a related PO. The system compares quantities and prices, flagging variances like price differences or quantity mismatches for your review.
Step 5: Submit for Approval
Section titled “Step 5: Submit for Approval”Once satisfied with all data, submit for approval. The system automatically routes the invoice to the appropriate approver based on configured amount rules and workflows.
Next Steps
Section titled “Next Steps”After submission, approved invoices post to your ERP system. Refer to the AP Clerk or AP Manager guides for ongoing operations and approval workflows.