Reviewing and editing incoming invoice line items

Where to find it

Open an incoming invoice → Line items panel

✅ Common tasks

Review line items

1. Open the invoice and review the line items shown in the invoice view.

2. Check the line count, ledger account codes, and VAT codes.

3. Compare the item totals with the invoice total.

4. Review each line individually if the invoice has multiple tax rates or accounting dimensions.

If the invoice is already booked, the line items show the booked state.

Re-extract items

1. Click the re-extract action for the invoice line items.

2. Choose a different extraction mode if needed.

3. Enter a custom prompt when using prompt-based extraction.

4. Click Run extraction and review the updated line items.

You can save the chosen extraction mode and prompt as the supplier default.

Edit with AI

1. Click the AI line-item editor.

2. Describe the changes you want in the prompt.

3. Include the current line items and accounting options when available.

4. Review the proposed changes and apply only what you want.

5. Check the totals and accounting fields again.

The AI can update descriptions, amounts, dates, ledger accounts, VAT codes, and analytic assignments.

🔗 See also

• Incoming invoices

• Incoming invoice statuses and verification questions

• Editing incoming invoice details and suppliers

• Invoice booking (accounting hub)

• Accounting master data