SQUEEZE Document Validation

Voucher validation is the main working area of the application. Here the user checks the read documents, completes and confirms missing information.

Menu

Process

Open field training

The supplier-specific field training is opened over here.

Open line training

The supplier-specific position training is opened over here.

Recreate result

Here over the document is sent again to SQUEEZE to the extraction. There the Readout result re-evaluated based on current master data and training and then made available for collection again.

Start splitting

This is used to call the document separation. This is used if a supplier has sent several invoices in one PDF.

Autocomplete

The positions are automatically completed with the last validated position data of the vendor. This function is only available for documents without purchase order reference.

Order match

The order comparison is opened here.

Validate

This is used to complete the validation process of the document.

Duplicate check

Over here, the duplicate check is performed manually.

Navigation

Dimensions

Here you can reach the dimension menu to define dimensions for the document header.

Actions

Use external viewer

The viewer is undocked over here. This allows you to work on two monitors.

Move document

This is used to move a document to another client.

Download attachments

Over here you download the attachments of the document. Once the download is complete, they will be displayed in the Attachments infobox.

Fasttabs

Document

This area displays the document head information and the SQUEEZE Viewer.

Header fields

These fields are prefilled with the results from the document reading. The user checks these and corrects or enriches them with further data and thus completes the reading result.

The three dots highlight the location of the respective read result in the viewer.

Viewer

On the right side the SQUEEZE Viewer is displayed. This is not a PDF, but an integrated web component, which is remotely controlled from the validation. It serves for the pictorial representation of the document and for the highlighting of

Findings of read values. Furthermore, the supplier-specific field training is also carried out here.

Lines

In this area the read positions are displayed. The user checks these and corrects or enriches them with further data and thus completes the reading result.

If the reading result is not sufficient for invoices with purchase order reference, the purchase order/goods receipt lines can be imported directly.

Dimensions

Here the shortcut dimensions 1 & 2 of the document are displayed.

SQUEEZE Details

SQUEEZE specific document information is displayed here.

Infoboxes

The respective info boxes are only displayed depending on the situation.

Plausibility entries

All topics to be clarified for a successful validation are listed here.

Metadata boxes

The metadata mapping is only displayed if additional fields deviating from the standard have been transferred by SQUEEZE.

Metadata mapping header fields

Here additional fields from SQUEEZE are listed, which do not belong to the standard assignment of header fields.

Metadata mapping position fields

Here additional fields from SQUEEZE are listed, which do not belong to the standard assignment of the positions.

Order matching boxes

The order matching boxes are only displayed if one or more order numbers have been recognized on the document.

Order matching info (prices)

Here the price comparison is displayed for the selected line. The results of SQUEEZE, the delivery, the order and the current line are compared.

Order matching info (quantities)

Here the quantity comparison is displayed for the selected line. The results of SQUEEZE, the delivery, the order and the current line are compared.

Attachments

This info box is only displayed if the attachments have been downloaded before. The attachments can be removed again via the three dots.

Put Document On Hold / Remove Document From Hold

The Put document on hold action allows you to temporarily put a document on hold. A dialog opens where you must select a reason:

• Vendor Not Found: The vendor was not found in the system.
• Service Clarification Needed: Delivery or service details need to be clarified.
• Awaiting Goods Receipt: Waiting for goods to be received.

An optional free-text note can also be provided. Documents on hold cannot be validated until the hold is removed via Remove document from hold.

Documents on hold are displayed in the Role Center in dedicated activity tiles, broken down by reason.

Withdraw Document Rejection

If a document has already been rejected, the rejection can be withdrawn via the Withdraw document rejection action. The document then returns to its previous status.

Move Document to Other Company

The Move Document to other Company action (in the Actions menu) allows you to move a document to another company. The document is deleted in the current company and recreated in the target company.

Create/Find Vendor

The Create/Find Vendor action allows you to search for a matching vendor in the system or create a new one based on the recognized text fields (name, address, VAT registration number, etc.).

Create Missing Bank Account

The Create Missing Bank Account action allows you to create a vendor bank account from the recognized IBAN, provided the IBAN was recognized on the document but no matching bank account exists for the vendor.

Apply Account Assignment Code

The Apply Account Assignment Code action in the lines allows you to delete all positions and automatically generate new lines based on a configured tax-based account assignment setup. This function is available through the Account Assignment Setups.

Viewer Modes

The SQUEEZE Viewer in the document validation supports three display modes:

• Document Overview: Displays the entire document in the viewer.
• Position Focus: Focuses the viewer on the line items area of the document.
• Detached: Opens the viewer in a separate browser window (see also "External Viewer").

Field Alternatives

When SQUEEZE recognizes multiple possible values for a field during document reading (e.g. multiple possible vendor numbers), these are provided as field alternatives. The field alternatives can be viewed via the info box. The user can then select the appropriate value.