Invoice AI Extraction

  • Updated

Unimarket has significantly upgraded its Create Invoice screen by integrating Google's Document AI, representing a major advancement in Accounts Payable (AP) management. This enhancement is designed to intelligently extract key invoice data, leading to greater efficiency and accuracy in AP processes.

 

How Invoice Extraction Works

For this feature to function, Unimarket staff must enable Invoice Extraction for your community, and the community must utilize the Unimarket Invoice Inbox.

 

Accepted File Formats

When an email is received by the Invoice Inbox, any attached invoices in the following formats will have their data extracted:

  • PDF (Prioritized if multiple attachments are included)

  • JPG/JPEG

  • PNG

  • BMP

  • GIF

  • TIFF/TIF

  • WEBP

  • HTML

 

Data Extraction and Auto-Population

Once the user opens the Create Invoice screen, the extracted data is automatically populated:

1. Invoice Header Level Information:

  • Invoice Number

  • Invoice Date

  • Order Number

    • Emails with a valid Order Number included in the Email Subject will automatically assign the invoice to that Order. This approach is still recommended.

2. Invoice Line Level Information:

The system handles line extraction based on the order matching state:

  • One Order Line Remaining: If there is only one outstanding Order Line to be extracted. The Invoice Subtotal will be invoiced entirely against that single Order Line.

  • No Order Number: If no Order Number is found, the Invoice Subtotal will be assigned to one Invoice Line.

  • Multiple Order Lines Remaining: If there are multiple outstanding Order Lines and the community has enabled Invoicing by Amount. The Invoice Subtotal will be spread among the outstanding Order Lines, and the invoice screen will switch into Subtotal mode.