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TAPR Docs

Editing Invoice Data

After reviewing AI extraction, correct any errors and complete missing data.

Header Fields

Section titled “Header Fields”

Vendor Selection

Section titled “Vendor Selection”
  1. Click the Vendor dropdown
  2. Search by name or ID
  3. Select the correct vendor
  4. If vendor not found, click Create New

Invoice Number

Section titled “Invoice Number”
  • Must be unique per vendor
  • TaprNext checks for duplicates
  • If duplicate found, you’ll see a warning

Dates

Section titled “Dates”
FieldDescription
Invoice DateDate on the invoice
Due DatePayment due date
Posting DateDate to post in ERP (usually invoice date)

Amounts

Section titled “Amounts”
FieldDescription
Net AmountSubtotal before tax
Tax AmountTotal tax
Grand TotalFinal amount (auto-calculated)

Line Items

Section titled “Line Items”

Editing a Line

Section titled “Editing a Line”
  1. Click on a line item row
  2. Edit fields directly:
    • Description
    • Quantity
    • Unit price
    • Tax rate
  3. Line total auto-calculates

Adding a Line

Section titled “Adding a Line”
  1. Click Add Line button
  2. Fill in line details
  3. Press Enter or click outside to save

Deleting a Line

Section titled “Deleting a Line”
  1. Hover over the line
  2. Click the trash icon
  3. Confirm deletion

Line Item Fields

Section titled “Line Item Fields”
FieldDescription
DescriptionItem or service description
QuantityNumber of units
UoMUnit of measure
Unit PricePrice per unit
Tax RateApplicable tax rate
TotalLine total (auto-calculated)
Cost CenterExpense allocation
GL AccountGeneral ledger account

Tax and Charges

Section titled “Tax and Charges”

Tax Calculation

Section titled “Tax Calculation”

TaprNext calculates tax automatically based on:

  • Vendor’s default tax template
  • Line item tax rates
  • Legal entity tax rules

Adding Charges

Section titled “Adding Charges”

Add freight, handling, or other charges:

  1. Scroll to Charges section
  2. Click Add Charge
  3. Select charge type
  4. Enter amount
  5. Total updates automatically

Validation Errors

Section titled “Validation Errors”
ErrorCauseFix
Required fieldField is emptyEnter value
Invalid formatWrong data formatCorrect format
Total mismatchLines don’t sum to totalCheck line items
DuplicateInvoice number existsVerify or rename

Save vs Submit

Section titled “Save vs Submit”
ActionEffect
SaveSaves changes, keeps in Draft/Review
SubmitSends for approval

Save frequently to avoid losing work.

Keyboard Shortcuts

Section titled “Keyboard Shortcuts”
ShortcutAction
Ctrl+SSave invoice
TabNext field
Shift+TabPrevious field
Ctrl+EnterSubmit for approval
EscCancel edit / Close

Auto-save

Section titled “Auto-save”

TaprNext auto-saves every 30 seconds while editing. Look for:

  • “Saving…” indicator
  • “All changes saved” confirmation

Next Steps

Section titled “Next Steps”