Send and Verify Invoices

After configuring IDR, you must also verify it's functioning as intended.

You must scan printed (paper) invoices and then send them by email. You don't need to change anything for invoices that are already in a supported digital format. Confirm that you can send both the scanned and digital invoices to the IDR email address, and that they appear in Payables. When verifying, check at least 20 invoices from each of your top 10 (or more) suppliers.

Note: Ensure that the synchronization of your suppliers completes before you begin processing invoices. Suppliers begin syncing after you click Save or Save and Close on the Manage Intelligent Document Recognition Options. The synchronization of suppliers and PO formats takes place every 24 hours. Best practice is to wait at least 24 hours after saving your setup before testing any invoices.