This type of annotation is usually required at the header level of the invoice. For example, if you have an invoice number or net amount missing or incorrect.
Value-based annotate can be used to train invoice number, invoice date, due date (terms), purchase order number, net, total, GST, tax number and credit note number.
- To start this annotation process, click on the incorrect or missing value on the right-hand side of the screen. Then click on the correct value on the left-hand side of the original document. It should now automatically pick it up.
- A red “Annotate” button will appear. Click it, and the system will start “learning”.
- (!) Important: you should wait until the "Annotating invoice document" is finished before closing the pop up window.
In some situation, when line-level annotation could not be applied, this "click-click" action can be used to quickly add value on the line level, for example quantities or amounts:
It won't apply annotation process by will help you to quickly add and save values instead of manually entering it on the data screen.