Processing your first invoice in OmniPATH

Overview

Processing your first invoice is a key milestone in getting started with OmniPATH. Our intelligent system automatically extracts data from your invoices and creates supplier profiles and product catalogues, making setup fast and efficient.

Step-by-step guide

Step 1: Navigate to Purchases

From your main navigation menu, click on Purchases to access the invoice processing area.

Step 2: Upload your invoice

1. Click the '+' button in the top right corner
2. Browse to the folder where your invoices are saved
3. Select an invoice file to test (try a PDF for best results, other formats are supported)
4. Click to upload

Step 3: Wait for processing

Once uploaded, the system will automatically process your invoice. This typically takes just a few moments:

• The system uses AI to first of all understand what kind of document it is reviewing
• Next the system will extract all relevant data
• Invoice details are captured (date, amount, line items)
• Supplier information is automatically identified
• The page will refresh automatically once processing is complete

Important: Automatic supplier profile creation

Top Tip: Process one invoice per supplier first

When you process an invoice, OmniPATH automatically creates a supplier profile based on the extracted information. To ensure accuracy:

Best Practice:

1. Process one invoice for each supplier initially
2. Review the automatically extracted supplier details
3. Verify the information is correct before processing additional invoices
4. This prevents duplicate profiles and ensures data accuracy from the start

What gets extracted automatically?

The system intelligently captures:

• Supplier name and trading name
• Business address
• Delivery address
• Contact details (phone, email)
• Tax/VAT registration numbers
• Bank account details (if present on invoice)
• Payment terms
• Invoice-specific data (amounts, dates, line items, quantities, units and more)

Troubleshooting Tips

If data extraction seems incorrect:

• Ensure invoice image quality is clear and readable
• Check the invoice format is standard (not handwritten)
• Launch the systems manual review 'human in the loop' (HitL) process and edit any misread fields in the supplier profile. Simply click on the blue bounding box, then 'Recapture value' and then drawer around the data in the document preview. Once the box is re-drawn it will automatically re-extract

If a supplier profile isn't created:

• Verify the invoice contains clear supplier information
• Check your upload completed successfully
• Try reprocessing the invoice

If you create duplicate suppliers:

• Launch your documents manual review 'human in the loop' (HitL) and find the drop down arrow, located next to the Supplier name field, click the down arrow and find your existing 'approved' supplier from the list
• The system will then remap and remove the duplicate
• Ensure you review existing suppliers before processing new invoices

Next steps

After successfully processing your first invoices:

• Set up your approval workflows
• Check payment terms against contracts
• Emplore automated invoice matching with purchase orders
• Explore processing and analysis features

Need Help?

If you encounter any issues during invoice processing, our support team is ready to assist you.

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