How to edit or remove invoice line items to resolve validation errors in DigitAI

Step by step

1. 1

   Identify the validation error

   Navigate to "Under Review" and check the document details to pinpoint the conflicting field or item (e.g., mismatched subtotals, tax rates, or unrecognized perception items).

2. 2

   Access edit mode

   Open the affected document and click "Edit document" to enable modifiable fields.

3. 3

   Locate the conflicting item or charge

   Go to the line items, taxes, or perceptions table according to the reported error.

4. 4

   Edit or delete the line

   If the numeric value or tax rate differs from the source document, update it manually. If it is an erroneous or duplicate charge, use the delete icon on that row.

5. 5

   Save and revalidate

   Click "Save changes". DigitAI will automatically recalculate totals to confirm validation and allow the invoice to proceed.