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TAPR Docs

Processing Incoming Invoices

Overview

Section titled “Overview”

Purchase invoices enter Tapr through several intake channels, are extracted (XML-first or AI), and land in In Docs for clerk review. This page covers how AP clerks see intake, upload manually, and open processed documents.

Intake sources

Section titled “Intake sources”

The system accepts purchase invoices from:

  • PEPPOL — structured e-invoices over the PEPPOL network
  • SharePoint — files in a monitored document library
  • Azure Blob — files in a monitored storage container
  • Manual Upload — direct upload in Invoice Manager (In Docs)
  • Email / API / ERP — when configured for your site

In In Docs, the Channel column shows how each invoice arrived.

In Docs intake surface

In Docs is the AP intake queue: Upload Invoice, New Invoice, and the Channel column for source.

Channel column — intake sources

Channel values such as Peppol (and Manual Upload, SharePoint, Azure, Email, or API when present) identify the intake path.

Open the AP queue

Section titled “Open the AP queue”
  1. Open Invoice Manager at /flow
  2. Use Home for totals and recent purchase invoices, or go straight to In Docs

Home entry for processing

Home: Purchase Invoices, Needs Attention, and Recent Purchase Invoices. Sidebar In Docs opens the full queue.

Processing workflow

Section titled “Processing workflow”

Typical path after a file is received:

  1. File arrives via PEPPOL, upload, SharePoint, Azure, email, or API
  2. Tapr extracts data (XML-first for embedded e-invoices; AI for plain PDFs/images when BYOK is configured)
  3. A Purchase Invoice appears in In Docs with a workflow status
  4. Clerk reviews and advances the document (see Reviewing AI Extractions)

Status after processing

Status shows where the document is after extraction (for example Pending Review, Pending Approval, Draft, Posted).

Kanban view of the same stages:

Kanban by processing stage

Switch to Kanban to work by workflow column after intake and extraction.

Manual uploads

Section titled “Manual uploads”

To upload from the UI:

  1. Open In Docs
  2. Click Upload Invoice
  3. Select one or more PDF, image, or XML files (bulk upload processes in parallel)
  4. Wait for processing to finish
  5. Open the new purchase invoice and review extracted fields

Upload Invoice on In Docs

Upload Invoice for files; New Invoice for a blank manual draft without a source PDF.

Use Filters and search to find newly processed invoices:

Filters for the review queue

Filter by workflow state, legal entity, or search by vendor / invoice number.

Automatic vs manual intervention

Section titled “Automatic vs manual intervention”

Automatic: PEPPOL and other machine-readable e-invoices usually extract without AI and appear ready for review.
Manual: Poor scans, unsupported formats, or extraction failures need clerk correction on the detail screen.

Open a processed invoice

Section titled “Open a processed invoice”

Click a row to open the purchase invoice: original file, fields, and workflow actions.

Open processed purchase invoice

Confirm status, use Show PDF for the original attachment, then review and edit as needed.

Check how the invoice was ingested and extracted:

Source channel and extraction method

Source Channel (for example Peppol) and Extraction Method (XML vs AI) appear on the detail Source section — expand sections if collapsed.

E-invoice handling

Section titled “E-invoice handling”

Structured formats (PEPPOL UBL, ZUGFeRD, Factur-X, XRechnung, and similar) extract from XML when present, which is usually faster and more accurate than AI on plain scans. Prefer machine-readable PDFs when vendors can provide them.

Processing priorities

Section titled “Processing priorities”

Suggested order of work in In Docs:

  1. PEPPOL (and other structured e-invoices)
  2. Urgent due dates
  3. High-value invoices
  4. Remaining items chronologically

Use Status, Channel, and date columns (or filters) to sort the queue.

Section titled “Related topics”