Document upload and review

Upload supplier documents to extract their contents and prepare purchase records.

Upload and review

1. Upload a file or batch and wait for extraction.
2. Check the supplier, document number, dates and currency.
3. Compare items, taxes and totals with the original file.
4. Correct mistakes and check for an existing record to avoid duplicates.
5. Approve the document when ready, or reject it if it should not become a purchase record.

Check the resulting bill or receipt. Accounting preparation can continue after record creation; review processing issues separately.

Extraction instructions and files

Organization settings can hold extraction instructions for recurring interpretation requirements. Review their effect on later documents and clear instructions that no longer apply. They do not replace checking the result.

Use the document library to find supporting files and associated records. Before retrying a failed upload, check whether the purchase record already exists. This workflow is not a general historical data import.