Check what was read
Every value is shown where it was found on the page. Confirm the ones thruflow isn't sure of, fix any it got wrong, then approve.
3 min readUpdated
When a document is read, each value (the customer, the number, dates, every line and the totals) is tied to the spot on the page it came from. Click a field and the page scrolls to it, highlighted.
What needs a look
- Fields the reader is less sure of are marked. Press N to jump to the next one.
- Arithmetic is checked for you: lines against the subtotal, subtotal plus tax against the total, due date against invoice date.
- A customer or vendor that isn't matched yet is flagged, with the closest matches suggested.
- 1
Go through the flagged fields
Correct any value, or press V to confirm it as read.
- 2
Match the customer or vendor
Pick an existing one or create it. It's remembered for next time.
- 3
Approve
Or reject it with a reason. With separate duties on, someone other than whoever brought it in approves.
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Related
- Orders & pricingFrom purchase order to invoiceA customer's order comes in, is checked and approved, priced from their price list, then invoiced.
- Email & documentsDuplicates and PDFs with several documentsHow thruflow spots a document sent twice, and splits one file into the invoices or bills inside it.
- Security & adminApproval rules: strict or relaxedSeparate who enters, approves and pays, or let a small team do it all while the audit trail notes each waiver.
Still stuck?
Write to us and a person who knows thruflow will answer. Say what you were doing and what you saw.