Confirmation and Closure

By confirming, you state that the data matches the paper. The document will transition to the Completed state, and from that moment, it will be included in reports, can be downloaded and sent.

What Confirmation Does

• Saves the values from the form and verifies them against the schema.
• Recalculates findings, document direction, type, and automatic tags from the corrected data.
• Queries the VIES registry and checks for duplicates against the archive.
• Remembers the supplier account from the received document; see Findings and Their Resolution.
• Sends a webhook and a message to Telegram if you have them set up.
• Records the activity, noting who confirmed the document and when.
• Opens another document from the queue.

No credit is deducted.

Reopening

A confirmed document is read-only. If you find an error in it, the Correct Document button offers two paths: Correct Data will return the document for review, and after re-confirmation, a webhook will be sent again, marked as a correction. Process Again will discard the recognized data and extract the document once more, possibly with a different type — useful when the type is incorrect or nearly everything is wrong.

A document that has already been sent to accounting will not change with our correction. The window will alert you; please correct it there as well.

Who Can Confirm

The owner of the folder can always confirm. For a shared folder, it depends on the sharing level: the Document Review level grants the right to confirm and reopen foreign documents without the ability to add or delete them. This is precisely what an external accountant needs. Full access can also confirm.

Documents Not Reviewed by Anyone

A document in the Waiting for Review state cannot be downloaded, exported, or sent to accounting, nor can it be converted to PDF or Excel. It will not count in reports. You can find it in the listing using the status filter.

If someone does not want to review, they can disable or limit it in the settings — then documents will be sent immediately after recognition, even with findings. The decision is yours, but with an invoice that has an incorrect IBAN, it means the error will only be recognized based on where the money was sent.