- Everything you need to know about invoice annotation
Invoice annotation is the way to train the AI of the system to read data from the invoice layout correctly.
Our team takes care of invoice annotation when you start using the system. During the first two months after going live, we review documents that require training for you. This work is done daily, after hours, so the next day you have a batch of new invoices ready to be processed.
Usually, we do this training for about 2 months, as it is enough time for Ocerra to get smarter and learn your invoice layouts.
During this time we'll ensure the the team knows how annotation process is working by providing helpful video tutorials and video sessions.
Note: there are invoice exceptions that require manual intervention. You can check the most common examples here.
Invoice annotation examples
In Ocerra, we built-in a user-friendly annotation process that allows us to do so with ease.
Invoice annotation example:
By annotating we are training the system to read data correctly and remember it next time. Annotation only happens for data that is present on the invoice (except supplier name, this needs to be matched per invoice layout for additional validation). Supplier matching is part of our daily training process.
Annotation vs manual input
Manually entered data cannot be annotated, thus cannot be remembered by the system. If you manually add something to the invoice, e.g. amount or description, this is a manual input and needs to be repeated next time.
In Ocerra, there are five types of invoice annotation. Click on the link below to learn more about each process:
- Supplier matching
- Value-based annotation or "click-click" (see example above)
- Table-based annotation (annotating columns and lines)
- Single-line annotation (clean table)