Skip to main content
During verification, invoices with the Exception or Rejected status are checked and errors are corrected. To begin verifying an invoice, double-click it to open the document editor window. The document editor window is split into three panes: the page image, the data form, and the errors pane (the errors pane is displayed only if the invoice has errors). There are four types of error: assembly errors, format errors, rule errors, and missing field region errors. To display errors of a certain type, click the corresponding button in the top-right corner of the errors pane (you can select any combination of error types). The shortcut menu in the data form lets you confirm the value of a field, show or hide format errors, go to the next or previous object that needs verification, and change the field navigation mode. Fields whose values do not satisfy the specified data type or rules are highlighted. To confirm the value of a field, place the cursor inside the field and press Enter. To specify a field region that was not found automatically:
1

Select the field

In the data form, place the mouse pointer in the field that contains the region you want to specify.
2

Specify the region

Do one of the following:
  • Click a recognized region (recognized regions are highlighted in blue).
  • Draw the region by holding down the left mouse button and dragging the pointer from the top-left corner of the region to its bottom-right corner.
If you do not select a field before selecting or drawing the region, a dialog box with a list of fields opens. Select the field in that dialog box.
If the Administrator created a database of vendors or business units, you can select a record from it. For more information, see Looking up vendors and business units in the database.

​
Add tax groups

FlexiCapture for Invoices extracts values from fields that belong to two tax groups. If your invoices have three or more tax groups (for example, three or four tax rates), you can add them to the data form and enter their values manually. In the data form, click Add ‘Additional Tax Groups’ below Amounts → Tax Details → Additional Tax Groups and enter the field values manually as described above. Once you complete these fields, the invoice amount is recalculated.
Completed fields of additional tax groups are not used when training the program to capture data.