Invoice Verification

Invoice Verification is a specialised module for matching supplier invoices against purchase orders and delivery notes. It helps accounts-payable teams verify accuracy before processing payments, reducing overpayments and duplicate payments.

How It Works

1. An invoice document is uploaded or captured into DocView Web (manually or via OCR/email import).
2. Open the invoice from the document list and click Verify.
3. The Invoice Verification form opens, displaying the invoice image on one side and data-entry fields on the other.
4. Enter or confirm the key invoice fields: Invoice Number, Invoice Date, Supplier, Total Amount, and Tax.
5. Add or review line items – each line includes a description, quantity, unit price, and amount.
6. Match the invoice against the corresponding Purchase Order to verify quantities and prices.
7. Click Submit to approve the invoice for payment, or flag discrepancies for further review.

Lasso Field Selection

The verification form includes a Lasso tool that lets you draw a rectangle on the invoice image to select a value and copy it directly into a form field. This speeds up data entry by letting you visually extract values from the scanned invoice.

Line-Item Matching

For detailed verification, the Line Items section lets you compare each invoice line against the corresponding PO line. The system highlights discrepancies in quantity or unit price, making it easy to spot errors before payment.

Supplier Lookup

While verifying an invoice, you can search for the supplier using the built-in lookup. This pulls supplier details (name, address, payment terms) from the Suppliers module and auto-fills the corresponding fields.

Chat & AI Assistance

If the AI chat feature is enabled, you can ask questions about the invoice directly within the verification page. The chatbot can help identify field values, suggest corrections, and explain discrepancies.

INFO

Invoice Verification integrates with the Purchase Orders and Suppliers modules. Ensure POs are created and suppliers are approved before attempting to match invoices.