Correct data

Learn how to correct data when documents fails

  2 minute read  

Correct data from Incoming Document Details

If the document contains errors or missing details that prevent processing, the document is shown in the Failed Incoming Documents tile. To correct failed incoming documents, follow this guide:

  1. Click on Failed incoming Document tile.

  2. If data needs to be corrected from the AI Engine result, select Correct OCR Data (under OCR -> Correct OCR Data) and correct the information.

  3. Click on Send OCR Feedback (to further train the AI engine).

  4. If the document is from a new Vendor, or if information on existing vendor cards is missing, either a new Vendor can be created based on the information on the incoming document or an already existing vendor can be assigned to the document.

    • In case of a new vendor, see section Create New Vendor from Incoming Document Details.
    • In case of missing details on an already existing vendor, such as a missing VAT number that prevents the matching, the vendor can be selected in the Vendor No. field in the Financial information section on the Incoming document. From the drop down, existing vendors can easily be accessed and edited if necessary.

  5. When the document information is corrected and/or matched to a vendor, the document can proceed and be used to create a new Purchase Document by selecting Create Document (under Home -> Create Document)

A correct purchase document will now be created and automatically sorted in the appropriate tile.

Create New Vendor from Incoming Document Details

If Incoming Document contains vendor details not found in the current vendor list, the Incoming Document will fail to be created. Users can create or select a vendor directly from the document, or the Correct OCR Data page, using the information from the Incoming Document. In combination, users can also use existing vendor templates for quick setup of new vendors.

To update existing vendor information or to create a New Vendor follow one of these guides:

  1. Click on Failed incoming Document tile.

  2. Select New and Create New Vendor (from template if applicable).

  3. Complete the changes by selecting Create Document (under Home-> Create Document).