Review and approve an invoice

Compare the invoice and the extracted fields side by side, fix what's missing, then mark the invoice as Done.

Step by step

1. 01

   Open the details

   Open your project: the invoice to review is displayed. Open the Details panel: the invoice on the left, the fields extracted by the AI on the right.

   

2. 02

   Compare and fix

   Compare the values with the invoice: the number, the vendor, the dates and the amounts. Here, the payment method is empty, even though the invoice says bank transfer. Pick it from the list.

   

3. 03

   Save

   Save your change.

   

4. 04

   Mark the invoice as Done

   The invoice is reviewed: open the status menu, and choose Completed. It's ready to be exported.