How to Manage and Reclassify Vouchers Marked as 'Invalid' in DigitAI

Step by step

1. 1

   Identifying 'Invalid' Vouchers

   In the DigitAI platform, navigate to the document management section. Vouchers marked as 'Invalid' typically have a clearly visible tag or status indicating this condition. MISSING: Confirm the exact location and visual indicator for 'Invalid' vouchers in the DigitAI user interface.

2. 2

   Common Causes for Invalidation

   DigitAI may mark a voucher as 'Invalid' for various reasons, such as the interpretation of handwritten notes, inconsistencies in detected data, or unrecognized document formats. These markings halt the automatic processing of the document.

3. 3

   Reviewing the Original Document

   Access the original document view within DigitAI to review its content. Compare the physical or digital document with DigitAI's interpretation to understand why it was marked as 'Invalid'. This will help you determine if the invalidation is correct or if it is a false positive.

4. 4

   Manually Reclassifying a Voucher

   If you determine that the voucher can be processed, a user with adequate permissions can manually change its classification. MISSING: Describe the exact path in the DigitAI interface to access the reclassification option and the available statuses (e.g., 'Invoice', 'Delivery Note'). Select the correct document type for it to continue its workflow.

5. 5

   Impact of Reclassification

   Once manually reclassified, the voucher will exit the 'Invalid' status and be reintegrated into DigitAI's processing workflow according to its new classification. This allows the document to be validated and processed like any other voucher of its type.

6. 6

   When to Contact Technical Support

   If you are unable to manually reclassify a voucher, if the option is unavailable, or if you observe a recurring pattern of false positives in DigitAI's classification for specific document types, it is advisable to contact The Eye's technical support team for a more in-depth review.