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Reprocessing an Invoice

Sometimes the AI's initial extraction misses the mark -- maybe the wrong vendor was matched, key fields were misread, or the document quality caused issues. Reprocessing lets you re-run AI extraction on the same invoice, optionally with additional context to guide the AI.

When to Reprocess​

Reprocessing is the right choice when:

  • The wrong vendor was matched and changing it manually would require updating many dependent fields.
  • Multiple fields are incorrect and editing each one individually would take more time than a fresh extraction.
  • The initial scan was poor and you have provided a better quality version of the document.
  • The AI misinterpreted the document structure (e.g., read a summary table instead of the line item detail).

When NOT to Reprocess​

If only one or two fields are wrong, just edit them directly on the invoice detail page. Editing is faster and preserves any other corrections you have already made.

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Reprocessing replaces all currently extracted data. Any manual edits you have made to the invoice -- field corrections, GL code changes, line item adjustments -- will be overwritten by the new extraction results. Only reprocess when you need a fresh start.

How to Reprocess​

  1. Open the invoice detail page by clicking the invoice in the invoice list.
  2. Click the Reprocess button in the toolbar.
  3. Optionally, add context or instructions for the AI (see below).
  4. Click Confirm to start reprocessing.

The invoice status changes back to Processing while the AI re-reads the document. When complete, the invoice returns to Needs Review with fresh extraction results.

Adding Context​

When you reprocess, you can provide hints or instructions to help the AI produce better results. Enter these in the context field before confirming.

Examples of helpful context:

  • "This invoice is from Acme Corp, not Acme Industries."
  • "The total amount is on page 3 at the bottom right."
  • "Ignore the summary table on page 1. The detailed line items are on page 2."
  • "This is a credit memo, not a standard invoice."

The AI uses your context alongside its own reading of the document to produce a more accurate extraction.

What Happens During Reprocessing​

  1. The invoice status changes to Processing.
  2. The AI re-reads the full document, incorporating any context you provided.
  3. New extraction results replace the previous data -- header fields, line items, GL codes, and vendor match are all regenerated.
  4. New notices are generated based on the fresh extraction (previous notices are cleared).
  5. The invoice returns to Needs Review when extraction is complete.

After Reprocessing​

Once reprocessing is complete, review the new extraction results just as you would a newly uploaded invoice. Check the confidence indicators, verify key fields, and resolve any notices.

If the reprocessed results still are not right, you can either edit individual fields or reprocess again with different context.

Learn More​

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