Document Verification



Some documents when uploaded, can fail the validation. This could be for a number of reasons and can be simply rectified (see Invoice Validation Rules)




If, after processing the document, the colour changes to Red rather than Green it Requires Validation.


Clicking on the right hand side of the uploaded Invoice document to "Mark and View".


This will then show the Document Violations on the right hand side of the screen for the selected document.


*If you cannot see these violations or the column, click the small arrow on the top right hand corner and the column will expand. 


The Document Violations will list where and what the issues are.




If the correct information has not been extracted from the document and this is what is causing the violation, document fields can modified by clicking the pencil icon (see How to Edit and Save a Document)




Once the document violations have been address, the Invoice document saved by clicking of the Save Icon, the document will automatically start the validation process.




You can override the Document Violations as by clicking the Blue X button as per below.



Once all the Violations have been addressed, the document can be validated again by pressing the "Validate Documents"  button on the navigation strip at the bottom of the screen.




*It is important to note that selecting the Process Documents button instead of the Validate button will overwrite any changes made and will start the document identification process from the beginning so it is important to check all Document Violations if you do get this error message.