Verifying invoices: Overview

After invoice data has been automatically extracted from an invoice, you verify that the interpreted information is correct in the document view. Field values and statuses are displayed, so you can confirm and correct values as required. Verifying is an interactive task: you select or type field values in order to ensure the correctness of the information.

When you click OK in the Verification view, you complete the verification process for that invoice. The invoice is considered "verified" and its status is set to Complete. The invoice image and the data are ready for the next step in your workflow.

You can access invoices that need to be verified in different ways depending on your setup. The most common ways are:

What happens next?

What happens next?

Depending on your setup. there are typically two different things that happen after you verify an invoice:

  • The invoice is sent to the target system. However, if Keep batch together is selected, the invoice is not sent to the target system until all of the invoices in the batch are completely verified or approved. Office users can override this setting on individual batches by selecting one ore more batches in the document list view and clicking .
  • The invoice is sent to an approval workflow, if you use the workflow service.
Successfully processed documents are deleted from ReadSoft Online after three months. Inactive documents are deleted one year after the last user interaction. Use the Storage service to prevent processed and inactive documents from being deleted.