A scanned invoice is checked before it becomes a bill
Who is involved
| Role | What they do |
|---|---|
| Accounts payable clerk | Uploads the invoice, drafts the bill and checks it against the file. |
| Finance controller | Approves the bill once it is submitted. |
Step by step
- Accounts payable clerk
Uploads a supplier invoice scan.
What they see:The file appears in the workspace.
- Accounts payable clerk
Opens Payables and chooses New from document, picking the scan.
What they see:A draft bill is created and flagged as needing verification.
- Accounts payable clerk
Opens the draft beside the original document and corrects any wrong figure.
What they see:The fields read by AI are shown, flagged as unverified.
- Accounts payable clerk
Marks the bill verified and submits it.
What they see:The bill enters the normal approval flow.
- Finance controller
Approves the bill.
What they see:It continues through payables like any other bill.
Who is told what
No alert is sent from Documents; the bill follows the usual approval flow in Accounting.