Video - Processing Multiple Invoices in a Batch

SmartUi Capture Cloud has an advanced document separation algorithm, which considers keywords such as “Tax Invoice”, “GST”, “Total”, and “Page 1 of XX” to automatically identify the 1^st and the last page of multipage invoices.  

When there are multiple invoices attached to an email that has been ingested, SmartUi will create 1 batch.

A Senior Verification Operator has access to the Verification and Exceptions queue, which is used for the invoices, that verification operators were unable to process. In this case, the invoice can be retrieved for reconciliation and sent to any other operator or stage (including Export). Click the right mouse button on the document and select “Mark Document for Sending to…” -> Processing Stage… from the context menu or press Ctrl+Shift+Q and select the destination, then close the task.

Figure 24: Document processing

Figure 25: Sending a document to a specific stage.

Note: If a task was picked up from the Exception queue, you will need to select a specific stage for it. You will not be able to close or complete the task as it is. If the document is valid and verified, the next stage should be “Export”.