Review OCR-matched vendor invoices with less guesswork and fewer clicks. You can see how strong each match is and fix the purchase receipt without leaving the review screen.
What's changing?
Previously, every match looked the same, so you opened each invoice with the same level of scrutiny. Fixing the purchase receipt meant leaving the review screen to add items one at a time or to unreceive the receipt. Now, a five-bar match confidence indicator shows on the OCR Invoices list and in the review screen header. You can also add or dismiss unmatched invoice items, individually or all at once, and unreceive a receipt right from the review screen.
Before & After
Before (Current)
Open each matched invoice with no indication of how strong the match is.
Leave the review screen to add each missing invoice item to the purchase receipt, one at a time.
Leave the review screen to unreceive a received purchase receipt on PR Details, then navigate back.
Reconcile freight, tax, and discount charges by hand when the vendor's wording doesn't match.
Re-apply your list filters every time you return from reviewing an invoice.
After
Check the match confidence bars on the OCR Invoices list to decide which invoices to review first.
Add missing invoice items as catalog or one-time items from the review screen, or use Add All.
Unreceive the purchase receipt from the banner on the review screen and keep editing.
Review extra costs that are automatically paired to Freight, Tax, Discount, or Other.
Return to the list with your filters, sort, and search still applied.
Impact: You can work through your OCR invoice queue faster, focusing your attention on the matches that need it most.
Who's affected?
Market segments: All business types
Roles impacted:
System Administrator
Office Manager / Administrator
Billing Manager
How to prepare
Confirm OCR permissions: System Administrator and Branch Administrator roles now include Upload Invoice to OCR and Edit PRs in Match Review Status by default. Decide which other roles need them.
Align on PO numbers: The new Purchase Order # field fills in with the receipt number and is used for matching. If your team gives vendors different PO numbers, make sure staff update this field before the receipt is approved.
Prepare in your existing environment: Review your current workflow and prepare for the new change ahead of the release.
Update training materials: Revise your purchasing and invoice reconciliation procedures to include match confidence, adding items from the review screen, and unreceiving from the banner.
Train your team: Conduct hands-on training sessions with the roles listed above.