Invoice AI - Best Practices

IMPORTANT NOTE: Invoice AI does the heavy lifting, but a quick review ensures everything looks right before you finalize.

Upload ONE invoice per file.
Group all pages of the same invoice together in a single file.
Submit standard Food & Beverage vendor invoices whenever possible.
Keep original printed text visible under handwritten edits/cross-outs when you can.
Use the purple wand to correct invoice lines (this helps improve future processing).
If you forgot a page, upload the missing page while the invoice is still in the mapping phase. (If the invoice is already post the mapping phase you can manually add lines, or delete and resubmit all images together.)
If something looks off, check the AI Issues area (Invoices section) before starting over.

Do not upload multiple invoices (or multiple vendors) in the same PDF or file.
Do not delete an AI-processed invoice and recreate it manually if your goal is to improve AI accuracy (those changes won’t feed back into the model).
Do not submit non-Food & Beverage documents (e.g., very large phone bills/utility statements). Note, that AI will still try to process these documents, if it can, but it is prone to making more errors than with standard Food & Beverage invoices.
Do not send oversized email attachments or bulk uploads that exceed system limits.
Do not expect highly non-standard invoice formats to process perfectly without review—fix with the wand and/or manually upload
Do not assume smaller/regional vendors will map perfectly on day one—early corrections help the system learn.

Confirm all pages were submitted (especially for multi-page invoices).
If you’re missing a page, upload it—Invoice AI can often auto-match it during mapping.
If a page is ungrouped, review it in AI Issues and assign it to the correct invoice.
Use the purple wand to correct lines (preferred).

Invoice AI works best when invoices are submitted cleanly and uploaded the right way. Use this quick guide to avoid the most common issues.