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, click 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, click OK and the status will change to Ready for posting. 
  4. If you don't want to post the transaction, click Cancel, and Delete from the AI Document Capture Review 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
Wed Nov 26 17:27:23 UTC 2025
Views
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