OCR and Accounts Payable
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      How to Manage Documents in AP Inbox

      Learn how to track documents by status in AP inbox and manage them with ease.

      TABLE OF CONTENTS

      How to Manage Documents on the AP Inbox with Infocards and Filters

      The AP Inbox page offers info card filters and mass action buttons to help users quickly locate documents by status and take immediate action.

      Simply click on the desired info card, select your documents, and apply the necessary actions:

      • Draft: View all draft documents with the option to delete them in bulk.

      • Canceled: View canceled documents and choose to delete or resubmit them for OCR rescanning.

      You can also use fast and advanced filter sets to find documents by location, supplier, due date, status, and more.

      How to Update Supplier Information in AP Inbox

      The AP Inbox page lets you easily update supplier information across multiple documents processed by OCR.

      Let’s say you upload several documents for processing, and Precoro either doesn’t find a match for an existing supplier or matches it incorrectly. In this case, you can manually assign the correct supplier to one document, and it will be updated for the others. Here’s how:

      1. Locate the document where you need to change the supplier.
      2. In the Identified Supplier field, select the correct supplier.
      3. A confirmation pop-up will show the number of documents with the same supplier.
      4. Click Yes.

      Once confirmed, the supplier information will be automatically updated in all other documents with the same supplier in Draft status.

      How Does the Automatic Location Fill Work?

      Precoro automatically fills in the Location field based on the Ship to Address recognized by OCR, so you can save time and ensure consistent data across invoices.

      How it works:

      1. Upload a document for recognition, and Precoro will extract the Ship to Address.
      2. Select the location when creating a new document, such as a standard invoice, invoice from PO, or credit note.
      3. Precoro remembers your selection, and any future invoices with the same shipping address will have the Location auto-filled.

      create invoice

      💡 Please note: 

      • If you change the Location, the system will update it for all future documents.
      • If there is no match for the Ship to Address in Precoro, the Location field will remain blank.