Processing Incoming Invoices
Overview
Section titled “Overview”Invoices enter TaprNext through multiple intake channels and follow an automatic processing workflow before reaching the review stage.
Intake Sources
Section titled “Intake Sources”The system accepts invoices from five main channels:
- PEPPOL: E-invoices via the PEPPOL network with automatic extraction
- Email: Invoices sent to the AP inbox requiring AI extraction
- SharePoint: Files uploaded to SharePoint folders with AI processing
- Azure Blob: Files stored in Azure with automatic extraction
- Manual Upload: Direct uploads to TaprNext with AI processing
Accessing the Inbox
Section titled “Accessing the Inbox”Users can view new invoices by clicking the Inbox card on the dashboard or navigating to Invoices > Inbox. The interface displays the source channel, filename, receipt timestamp, and current processing status.
Processing Workflow
Section titled “Processing Workflow”The standard workflow moves invoices through three stages:
- Files arrive in the inbox
- AI automatically extracts invoice data
- Invoices move to the review queue for verification
Processing Approaches
Section titled “Processing Approaches”Automatic Processing: Most invoices follow a streamlined path where the system extracts data automatically and queues them for clerk review.
Manual Processing: Some invoices require intervention when extraction fails, scans are poor quality, or formats aren’t supported.
Manual Uploads
Section titled “Manual Uploads”Users can upload invoices by clicking the upload button, selecting files, choosing a legal entity, and initiating processing. The system supports bulk uploads of multiple files processed in parallel.
E-Invoice Handling
Section titled “E-Invoice Handling”Structured e-invoice formats like PEPPOL, ZUGFeRD, Factur-X, and XRechnung extract data from XML structures without requiring AI interpretation, delivering higher accuracy and faster processing.
Processing Priorities
Section titled “Processing Priorities”Organizations should prioritize invoices in this sequence: PEPPOL invoices first, then urgent due dates, high-value transactions, and remaining invoices chronologically.