| Currency is required | Checks whether the Currency field has been detected on the document. If not, displays a message saying that it is a required field.
Note: The Currency field is required when the country is Denmark. |
| Total is required | Checks whether the Total field is filled in. If it is not, displays a message saying that it is a required field. |
| Invoice date is required | Checks whether the Invoice Date field is filled in. If it is not, displays a message saying that it is a required field. |
| Vendor Tax ID is required | Checks whether the vendor Tax ID field is filled in. If it is not, displays a message saying that it is a required field. |
| Separate currency from amount in LI money fields | Splits the amount and the currency in Line Items fields (Unit Price, Net Price, Total Price) and copies the currency into the Line Items/Currency field if it is not filled in. |
| Check invoice and line items currency | Checks that the value of the Currency and Line Items/Currency fields is a supported currency. If the currency is not supported or has not been extracted, suggests currency values from the appropriate invoice region. Currency descriptions are replaced with ISO codes. |
| Check item amount | Checks that the calculations for line items are correct (quantity × unit price = net price minus discount, net price × tax rate = tax amount, net price + tax amount = total price). Suggests values for the following fields where calculating them is possible: Quantity, Unit Price, Discount, Net Price, Tax Rate, Tax Amount, and Total Price. |
| Check LI Total Prices against Total Amount | Checks the value of the Total Amount field. If it is not equal to the sum of the Line Items/Total Price fields, suggests filling in the fields with their calculated values. |
| Check LI Net Prices against Total Net Amount | Checks the value of the Total Net Amount field. If it is not equal to the sum of the Line Items/Net Price fields, suggests filling in the fields with their calculated values. |
| Business unit must be found in database | Checks that the business unit details detected on the document image are the same as those in the BusinessUnits data catalog. If some entries are different, replaces the field values with values from the data catalog. |
| Check vendor details against database | Checks whether the appropriate entry in the Vendors data catalog has been found for the vendor bank details detected on the image. If the values in the data catalog are different, replaces the field values with entries from the data catalog. |
| Check purchase order number and amount | Checks that the order number and amount detected on the document image are the same as those in the PurchaseOrders data catalog. |
| Match invoice line item with order item | Checks invoice line item information against records in the PurchaseOrderItems data catalog. If the catalog contains an entry for a particular line item, fills in the corresponding Order Item ID field using the value from the data catalog. |
| Copy order number | If there is only one value in the Order Number field in the Purchase Order group and the values in the Line Items Order Number fields are empty, copies the value to all line items. |
| Check purchase order total amount | Checks if the value in the Total field equals the value or sum of values in the Purchase Order group Total fields. |
| Check matching of line items to unique order items | For all line items whose purchase order number is equal to the one extracted in the Purchase Order group, checks that the value in the Order item ID field is unique for every purchase order number if Order Checked is True. |
| If order is checked make line items valid | For each item in Purchase Order group that has the Order Checked field set to True, compares the order number to the order number in all line items. If they match, sets the Is Valid field to True. |
| Detect invoice type | Sets the type in the Invoice Type checkmark group. If the document is marked as credit note or if the value of the Total field is negative, sets the type to Credit Note. Otherwise, sets the type to Invoice. |
| Separate currency from amount in money fields | Splits the amount and the currency in fields containing currency amounts and copies the currency into the Currency field if it is empty. |
| Check Total Tax | Checks that the sum of the Tax Amount fields across the Tax Rates repeating group is equal to the value of the Total Taxes field. For each instance of the Tax Rates group, checks calculations and suggests values where needed. |
| Check Total field | Checks that the sum of the Total Net Amount and Tax Amount fields is equal to the total invoiced amount (Total). If the values are not equal or if the Total field is not filled in, suggests filling in the fields with their calculated values. |
| Reversed Charge field is empty or completed | If the document contains references to reversed charges, checks the values of the taxes fields. If they are empty, marks the Reversed Charge checkmark. Note: Does not apply to AU-NZ, CA, US, and JP regions. |
| Check Net Total | Checks that the sum of the Net Amount fields across the Tax Rates repeating group is equal to the total amount charged for the goods or services before tax (Total Net Amount). If the values are not equal, suggests filling in the fields with their calculated values. |
