Touchless automation with Automatic company identification

Automatic company identification currently has no confidence models. Therefore, if you use automatic company identification (multiple companies to the same capture email) together with Touchless automation, you may experience performance issues when onboarding and identifying new companies. Therefore, we suggest that you wait a couple of months until the system has learned to distinguish between companies before activating Touchless automation.

Touchless automation for invoices with line items

Currently, the interpretation model, based on machine learning, only evaluates the supplier and header fields. As there is no validation of line item fields, you should enable validation of total line amount; if line items are captured on invoices for which you want to enable touchless automation. The total line item amount validation verifies if the total amount on the invoice matches the line item amounts and the tax amount. This increases the accuracy of processing when line items are captured. 

Manual review

You should always have at least one manual review step in the workflow where an invoice without manual verification is captured. To facilitate this, it is possible to enable control queues (before or after approval) in MediusGo, in addition to the normal review and approval steps, to avoid invoices flowing to payment completely unchecked.