Reviewing AI Extractions
Overview
Section titled “Overview”After intake and extraction, AP clerks verify purchase-invoice data in Invoice Manager before editing or submitting. Open documents from In Docs, compare the original file to extracted fields, and correct anything that is wrong.
Open an invoice for review
Section titled “Open an invoice for review”- Go to Invoice Manager → In Docs
- Find invoices in Pending Review or Draft (use filters or search)
- Click a row to open the detail screen
In Docs is the review queue — search or open a row to inspect extraction results.
Detail layout
Section titled “Detail layout”The purchase-invoice screen shows workflow state, identity/party fields, line items, taxes, and actions such as Show PDF and Lock and Edit.
Confirm document type and state, then use Show PDF to compare against extracted fields and Lock and Edit to correct them.
Compare with the original document
Section titled “Compare with the original document”Click Show PDF to open the source PDF or e-invoice attachment next to (or over) the form.
Toggle the PDF pane while checking vendor, numbers, dates, lines, and totals.
What to verify
Section titled “What to verify”Check systematically:
| Area | Check |
|---|---|
| Vendor | Correct party / name |
| Invoice number | Matches the document; unique per vendor |
| Dates | Invoice date and due date (watch DD/MM vs MM/DD) |
| Legal entity | Correct buyer entity |
| Currency & amounts | Net, tax, grand total |
| Line items | Description, quantity, unit price, tax code |
| Charges | Freight and other charges mapped correctly |
Identity and party sections: invoice number, legal entity, dates, and vendor.
Use Line Items, Taxes, Header Charges, and Summary to validate calculations.
Extraction method and confidence
Section titled “Extraction method and confidence”On the detail Source section (expand if collapsed):
- Source channel — PEPPOL, Manual Upload, SharePoint, Azure, Email, …
- Extraction method — e.g. E-Invoice XML (no AI) vs AI extraction
- Extraction confidence — when AI was used; treat lower scores with extra care
XML-first e-invoices often show high confidence; plain PDF AI extractions need closer review of yellow/red confidence cases.
Confidence guidance (AI extractions)
Section titled “Confidence guidance (AI extractions)”| Range | Guidance |
|---|---|
| High (≈ >90%) | Spot-check critical fields |
| Medium (≈ 70–90%) | Review carefully |
| Low (≈ <70%) | Expect corrections; re-check lines and totals |
Corrections and re-processing
Section titled “Corrections and re-processing”- Use Lock and Edit to fix fields (see Editing Invoice Data)
- Prefer re-upload of a cleaner file if the scan is unusable
- Some sites expose AI assistant or reload/re-extract actions for reprocessing
Optional AI help or reprocess controls appear when enabled for your site.
Common issues
Section titled “Common issues”| Issue | Typical fix |
|---|---|
| Wrong vendor | Select correct vendor; check PEPPOL/VAT IDs |
| Decimal / thousand separators | Correct unit prices and quantities |
| Missing lines | Add lines or re-extract from a better file |
| Wrong tax rate | Adjust tax codes on lines / taxes tab |
| Date swapped (day/month) | Correct invoice and due dates |