Extract data with Document Intelligence

  • Release version: Washingtondc
  • Updated April 24, 2024
  • 1 minute to read

    • You can manually extract data from the document when Document Intelligence completes the processing but fails to auto-extract data.

    Before you begin

    Role required: Accounts Payable admin, Accounts Payable specialist

    Procedure

    1. Navigate to All > Accounts Payable Operations > Source-to-Pay Workspace.
    2. Select the list icon (List icon).
      A list of options within the workspace is displayed.
    3. Select Invoices >All invoices.
      You can create an invoice manually. For more information on invoices, see Work with invoices.
    4. Select View invoice processing case.
      A playbook is created for the invoice processing case.
    5. Select Validate invoice >Capture invoice details activity card.
      An alert message displays as: Review the invoice details captured by DocIntel and provide any missing information.
    6. Select Review invoice.
      The document extraction dashboard opens in a tab. The document extraction dashboard extracts the invoice fields.
      Note:
      • When the document extraction is completed either automatically or manually and all the required invoice details are populated, then the invoice is submitted automatically. The Review header details and Review invoice lines cards are set to auto-complete.
      • When the document extraction is completed either automatically or manually, but the required fields are missing, then manually populate the invoice line fields or add invoice lines using Review invoice lines.
      For more information on manual creation of invoice, see Using Invoice Case Management.
    7. Select Submit.