Table of Contents

Process Documents

SIEVERS AI Agent for ELO provides two actions for AI-assisted processing:

  • New Invoice (AI) processes one document.
  • New Invoices (AI) processes multiple documents.

Process One Document

  1. Open the document that you want to process, or start the action without selecting a document.
  2. Select New Invoice (AI).
  3. Upload a document in the dialog. If you do not upload a document, SIEVERS AI Agent for ELO processes the currently selected document.
  4. Wait until processing is complete.
  5. Review the extracted invoice, company, and business partner data.

Current status of an added document

SIEVERS AI Agent for ELO passes the extracted values to invoice processing in ELO Invoice. If it cannot determine a required company or business partner assignment, it starts a clearing task. This means that a task is created and assigned to the SNC_INVOICE.Clearing group. See also Clear Missing Data.

Process Multiple Documents

  1. Select New Invoices (AI).
  2. Upload all documents that you want to process.
  3. Start processing.
  4. Review the result for every created or processed document individually.
  5. Process any clearing tasks assigned to you. See also Clear Missing Data.
Wichtig

Use only the invoice associated with each document. Combined or incomplete documents can impair the recognition of invoice data and master data.

Review Processing Results

Before continuing the subsequent invoice process, review the following information in particular:

  • Invoice number, invoice date, and currency
  • Net, tax, and gross amounts
  • Company and business partner
  • Tax rates and tax amounts
  • Invoice line items

Correct any discrepancies according to your company's work instructions.