Invoices with Job/Project Number's

Project/Job number validation in SmartUi involves checking that the project number entered on an invoice matches a valid project number in the system. This can be done by comparing the entered project number to a list of approved project numbers, or by checking if the project number corresponds to an active project in the system. The validation process include's checking that the project number is correct, active and valid.

How does it work?

SmartUi Capture Cloud is used to automatically extract text from invoices and credit notes. To validate the extracted project/job numbers your financial system, the software first extracts the project number from the invoice using its Ai engine. Then, it compares the extracted project number to a list of valid project numbers stored in the ERP system. If the extracted project number matches a valid project number, the invoice would be considered valid and the project number would be automatically matched.

If the extracted project number does not match a valid project number within the system, the invoice would be flagged as invalid and will require manual review by an operator. The user has the option to select valid project numbers from the interface.

Video Overview of Processing an invoice with a Job/Project Number:

Note: The field you use in your configuration may differ from the example in the video