Verifying Client Managed Captures

Objective

After completing this lesson, you will be able to verify and approve captured invoices.

Client-Managed Capture Verification Process Overview

Verification is the step where the Client Managed Capture Verifier role reviews the post-processing capture results, noting incorrect field capture and manually coding additional custom fields added onto the form by the client.

You use Client Managed Capture Verifier to access and work with document separation and verification, vendor selection, and final rejection or submission using options in the Document Separation and Verification links.

Verify and Approve Captured Invoices

To verify and approve an invoice in Invoice Capture:

Steps

Select the Verification link.
Review the Itemized Summary of the captured data and vendor details. Save any changes you make to the invoice and then select Submit. Note: You can reject a captured invoice if it is no longer applicable. The reject button is in the Actions drop-down menu.

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