Supplier verification prompts

Where to find it

Incoming invoice detail → verification/questions panel

✅ Common tasks

Review the unlinked supplier prompt

1. Open the invoice showing the "No company linked" badge

2. Check the extracted name, address and VAT number preview

3. Review the extracted bank details, if shown

4. Remember this preview is just extracted data, not a live link

If the invoice has several IBANs, only the first extracted one is shown in the preview.

Link or create the company

1. Click Edit on the supplier-review panel

2. Review the extracted details in the invoice editor

3. Link the invoice to an existing company, or create a new one

4. Continue reviewing the rest of the invoice

Edit is only visible if you have permission to link suppliers on invoices.

Handle it without edit permission

1. Open the invoice and read the extracted preview

2. Note the message shown instead of an Edit button

3. Ask an admin or a user with supplier-linking rights to resolve it

🔗 See also

• Editing incoming invoice details and suppliers

• Suppliers (Companies)

• Automatic supplier matching and creation

• Roles and permissions

• Incoming invoice statuses and verification questions