Review your AI Document Capture transactions

Summary

How to review your uploaded AI Document Capture transactions in Sage 50 Accounts.

Description

Once you upload files to AI Document Capture, review the transactions before you post them. 

Resolution

Review your transactions

  1. In the AI Document Capture Review window, select Review next to the document in your list.
  2. Check the automatically populated information and change if required. 

    TIP:

    To check against the original document click View uploaded file.

  3. If you're happy with the transaction, press OK and the status will change to Ready for posting. 
  4. If you don't want to post the transaction, press Cancel, and Delete from the AI Document Capture Review window. 

NOTE:

You can't add lines to invoices when reviewing them in this window.

You're now ready to post your AI Document Capture transactions.

When using AI Document Capture, this will store the document in the PurchaseAutomation folder where your data is kept.

Solution Properties

Solution ID
241101144709807
Last Modified Date
Tue Oct 13 09:57:50 UTC 2026
Views
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