1. Using Payables Invoice to Pay
  2. Correct Invoices Using a Mouse

Correct Invoices Using a Mouse

You can use the Interactive Viewer to make corrections to incomplete invoices.

It lets you extract the values directly from the invoice, reducing correction time and errors.

These corrections help IDR use its adaptive learning capabilities. Making corrections to the incomplete invoices shows IDR where to recognize the missed attribute for subsequent invoices processed for the same supplier.

Example of Correcting Invoices Using a Mouse in Interactive Viewer

In this example, consider the invoice from a power supply company, Promega, who uses Reference No as the field label or identifier for Invoice Number. While processing, IDR didn't recognize it as a valid invoice number identifier. As a result, the invoice appears in the Scanned Information tile as incomplete and the invoice number field is blank.

Follow these steps to use the Interactive Viewer to correct the invoice.

  1. On the Edit Invoice page, select the field that needs to be updated.

  2. Double-click or highlight the relevant field on the invoice that displays in the Interactive Viewer.

  3. If you highlighted the field in Interactive Viewer, releasing the mouse button copies its value to the selected invoice field on the Edit Invoice page. Similarly, double-clicking the invoice number on the Interactive Viewer also copies its value to the selected field on the Edit Invoice page.

  4. Click Save.

This changes the status from Incomplete to Not validated. You have also just trained IDR on how to extract the invoice number from future Promega invoices. After the status of invoice changes to Validated, you can no longer see it in the Scanned Information tile. It's moved to the Recent Information tile.

We can now see how IDR learned from the correction of Promega invoice. For the next invoice from Promega, IDR uses the learning from the previous invoice and correctly recognizes the Reference No as a valid invoice number. This invoice appears under the Scanned Information tile with a status of Not Validated, indicating that all attributes for this invoice were recognized correctly.