1. Access the Client Entity 0:01
Navigate to the left-hand side menu.
Select the client entity you want to work on.
💡 You can collapse the side menu to enhance your view of the file and invoice review experience by clicking collapsing icon.
2. Identify Files Needing Attention 0:29
Look in the source documents column for files that require your attention.
Files may arrive here by default, through direct upload, or via SharePoint integration.
💡 Understand File Complexity
Files deemed complex that need manipulation will be parked in the source documents column.
Simple, one-vendor invoices will flow directly into the invoices column with data already extracted.
3. Process Complex Files 1:25
For complex files, you can split them into invoices:
Click the button to turn a single page into an invoice.
Drag and drop multiple pages that belong to the same invoice into the invoice column.
4. Mark Files as Done 1:47
Once you are done manipulating the file and ensure every page of the file has a related invoice (hover to locate), mark the file as done once processing is complete.
5. Move to Invoice Review Experience 1:59
Once the Source Documents column is empty, click the button on the top right to access the Invoice Review Experience.
6. Confirm Data Extraction for New Invoices 2:11
Select the newly created invoices from the original file.
Click on the extraction icon to confirm completion that the invoice is ready to be extracted.
💡 You can do data extraction in bulk by selecting multiple invoices
7. Review Existing Invoices 2:35
While new files are processing, review already accepted invoices.
Use the centering functionality to zoom in on specific data sources.
8. Verify Invoices 3:03
Check each invoice to ensure all data matches.
Verify the invoice to complete the review process.
9. Completion and Next Steps 3:10
Upon verification, the invoice will disappear from the list due to the filter.
You will automatically be directed to the next invoice for review.
A pop-up will confirm that knowledge about the verified invoice is being created under supplier knowledge in settings.