How to review your uploaded AI Document Capture transactions in Sage 50 Accounts.
Review your transactions
- In the AI Document Capture Review window, select Review next to the document in your list.
- Check the automatically populated information and change if required.
TIP:
To check against the original document click View uploaded file.
- If you're happy with the transaction, press OK and the status will change to Ready for posting.
- 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 ID
- 241101144709807
- Last Modified Date
- Tue Oct 13 09:57:50 UTC 2026
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