PROCESS NOTE · Updated
Invoice capture is only the first step.
Design the review around the document, the record and the receiving decision.
Keep the source close
Show the source document alongside captured fields so the reviewer can examine the evidence rather than reconstruct it.
Check before the handoff
Consider missing supplier references, duplicate invoices and incomplete item matches. Route uncertain records for review rather than treating extracted text as confirmed data.
Make receiving explicit
A readable invoice does not establish that goods were received. Define who confirms receipt and what evidence belongs with that decision.
General design guidance. Examples describe approaches to scope, not measured customer results.