Verifying invoice data on Datacap Web Client

You can verify the invoice data on Datacap Web Client to ensure that the invoice data was accurately captured and recognized by Datacap Accounts Payable. The APT Verify task displays the invoice image next to the invoice data fields. So you can identify and correct potential data problems before you export the batches.

To verify invoice data on Datacap Web Client:

1. In Internet Explorer, on the Operations tab, click the Verify shortcut. The Verification panel opens with the first image displayed.
2. The following table describes some of the things you can do on the Verification panel:

   Table 1. Functions that you can do on the Verification panel

   To	Do this step
   Move to the next data field	Press Tab
   Move to the next low confidence character	Click Next LC
   Look up and select vendor (either when blank or when incorrect vendor is displayed)	Enter at least the first character of the vendor name and the Remittance_Zip. Then, click the Vendor link over the Vendor Name snippet to open the lookup window
   Fill empty field with data by using Click N Key	Click in the empty data entry field, then do one of the following steps: Point at the field value on the image and click it, or, Click and drag the mouse to draw a box around the existing field data on the image
   Complete processing of image and display next image	Click Submit
   Mark the document for deletion, rescanning, or review	Select appropriate choice from the Routing Instructions list
   Display the first page of the next document in the batch without submitting or revalidating data	Click Next Page
   Display the first page of the previous document in the batch without submitting or revalidating data	Click Previous Page
   Display the first page, next page, previous page, or last page of the current document	Click |< > < or >| next to the Page_No label
   Display the details of the first line item, next line item, previous line item, or last line item	Click |< > < or >| next to the Lineitem label
   For all detail lines, locate all field values for all fields	Click Find Details
   Calculate missing numeric values by using existing values and automatically fill blank numeric fields	Click Calculate Blank
   Move to the next problem document in the batch	Click Next Problem
   Move to the previous problem document in the batch	Click Previous Problem
   Identify the type of invoice	Select from Invoice Type dropdown list
   Display snippet that is associated with a field	Select Disp snip
   Create new fingerprint for this invoice	Select Yes from Add New Fingerprints dropdown list
   Put entire batch on hold	Click Hold
   Override an error	Select Override
   Zoom in or out, resize the image	Right-click on the image and select the appropriate action

3. When you finish the last document, click Submit. A message box is displayed indicating that all of the documents are complete and you are prompted to finish the batch.
4. Click OK. A message box asks if you want to continue processing.
5. Click Stop. The Operations pane displays.
6. When the Verify task finishes successfully, page XML file were updated. For example, when low confidence characters were changed during Verify. A Verify.xml file was created in the uniquely numbered folder of the batch in \Datacap\APT\batches.
7. Click the Monitor tab to view information about the batch.
8. Press F5 to refresh the information. The Job, Task, and Status for this batch were updated and are now Web Demo, Batch Profiler, pending.
9. Run the next task, the APT Export task, manually from the Datacap Client APT, such as Datacap Desktop.