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4. Get More From Receipt Capture

See how XBert reached its answer, sort out receipts that failed or look like duplicates, and teach it how to handle a supplier.

2 authors6 articles
How To: View Extracted Text and the Audit Trail for a Captured ReceiptCheck what XBert read off a receipt, and follow every step it took, from the preview panel.
How To: Publish Receipts Automatically with an XBert RuleSet up a rule so XBert publishes the receipts you choose, without anyone clicking Publish, and see what to do when it hands one back.
How To: Resolve and Reprocess Failed or Duplicate ReceiptsFind receipts that failed or were flagged as duplicates, understand why, and run them again.
How To: Add and Manage Supplier Memories from a Captured ReceiptUse the Memories tab on a captured receipt to teach XI how to handle a supplier next time.
How To: Use Memories with Receipt CaptureSee everything XI has learned about your clients and suppliers, and remove anything that's coding your receipts the wrong way.
How To: View the Receipt Capture Practice DashboardSee how Receipt Capture is going across your firm: what's waiting on you, what's been published, where your team makes corrections, and which clients and users are sending receipts in.