Post-Processing: Essential Checks

1. Review supplier profiles

After processing your first invoice for each supplier:

1. Navigate to your Suppliers section
2. Open each newly created supplier profile
3. Verify all extracted details are accurate
4. Add any missing information
5. Correct any misread data

2. Map Suppliers to Sites

Ensure each supplier is correctly mapped to the appropriate site(s):

• Check which sites should have access to each supplier
• Configure site-specific  terms if applicable
• Set up which system permission group are able to approve first-time suppliers going forwards

3. Run Supplier Verification

Critical Security Step: Always verify your suppliers are authentic before processing payments.

To run verification:

1. Open the supplier profile
2. Click on the Verification option
3. Run the automated verification check
4. Review the verification results
5. Address any flags or warnings before proceeding

This verification helps protect your business from:

• Fraudulent supplier accounts
• Incorrect bank details
• Duplicate suppliers
• Non-compliant vendors

Processing Additional Invoices

Once you've completed the initial setup for each supplier:

1. Subsequent invoices from the same supplier will automatically link to their profile
2. Processing becomes even faster as the system recognises established suppliers
3. Data accuracy improves over time as the system learns your invoice patterns