Where to find it
Open an incoming invoice → Check, Check Line Items, or View in the line-items summary (shown when your organisation has an active accounting connection)
✅ Common tasks
Review line items
Open the invoice and click Check, Check Line Items, or View
Compare each extracted line against the invoice document
Check descriptions, amounts, tax rates, periods, ledger accounts and VAT codes
Confirm the line totals match the invoice total
The summary only appears on invoices with an active accounting connection.
Correct line-item values
Open the line-item editing view from the Check or View button
Fix the description, amount, tax rate, or accounting period
Pick the right ledger account, VAT code, and analytic accounts
Set each analytic assignment's percentage share
Confirm the changes and recheck the totals
You need line-item edit permission to make changes; viewing only needs view access.
Re-extract or ask AI to fix lines
Start re-extraction and choose automatic or custom-prompt mode
For custom mode, describe exactly which lines to extract
Optionally save this as the supplier's default extraction method
Or open AI-assisted editing and describe the change you need
Review every proposed change before confirming it
The AI needs at least one existing line item to start, and skips automatic VAT-rounding lines.