Index an invoice manually

The data in your data capture form can be recognized automatically. In this case, you will find the relevant fields already filled in with the data in the data capture form. However, the data in the data capture form may still be incomplete and must be checked.

On the other hand, the data can also only be entered manually in the capture form if you do not have automated text recognition.

Your administration can set up a separate group that takes care of manually checking the (automatically entered) data of an invoice (indexing an invoice). In this way, the process of all subsequent verification steps can be accelerated.

Let's assume there is a group called Indexing group and you are a member of this group. You check several invoices that have been assigned to your group at the same time.

Here's how

1. Select the relevant invoices in the workplace using the CTRL key.

2. Click on Open selection in the ribbon or press the Enter key.

3. Check the recognized properties in the capture form and the existing data in the PDF document by clicking with the mouse in the respective fields. The corresponding position in the document is highlighted in color.

4. If necessary, transfer missing data in the data capture form by holding down CTRL and the left mouse button and selecting the relevant section (zone) in the document (only in conjunction with edoc document reader).

5. Click on Complete in the ribbon to send the verified document to the next group or on Complete and forward to send the document manually to a specific group and person and select the subject.