Automatic Templating

When a PDF is first uploaded to Invoice Automation the file will be checked to see if an existing template for this vendor can be used. If a suitable template is not found the system will utilize AI to understand the document and content and generate a new template. The template generation accuracy will vary and must be reviewed. It may be correct or may require revisions to correctly recognize all the needed data.

If a template can not be sucessfully created from the uploaded file the file will be left in the Failed Status.

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AI Template Generation may not always get things right, be sure to carefully check the the resulting template to ensure its accuracy.

Prefer Quick Scan

Vendors can be configured to always skip automatic template creation and template matching entirely, instead sending every document straight through AI-only (Quick Scan) processing. This is useful for vendors whose invoice layout varies from document to document, where building or matching a template would not be reliable.

To enable this, open the Vendor and set Prefer Quick Scan to On.

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This option is only available while the vendor has no existing templates. Once a template has been created and is in use for a vendor, Prefer Quick Scan is disabled until those templates are removed.