The OCR Review sidesheet is accessed from the Draft Transaction Sidesheet.
From this page users can, review OCR Mapping in Capture AI.
Suggestions made in OCR Mapping are not specific to each instance and update the tool across all organizations that use Capture AI with R365. Suggestions are reviewed and incorporated globally on a regular basis to help improve automation accuracy overtime. Changes made in the OCR Mapping sidesheet may take time to reflect and may not apply if they are not in line with mapping suggestions across all organizations using the tool.
When suggestions are made in the Review OCR Mapping screen, the tool remembers these mapping selections to improve automation for future invoices. The tool’s learning process develops with continued use, and automation will improve over time as more suggestions are made.
OCR mappings are not case-sensitive. Variations in capitalization for the same mapping are treated as a single mapping.
Security
The following permission is required to edit OCR mappings:
Administration → System Setup → Edit OCR Mappings
The Permission Access report can be used to determine which user roles or users already have these permissions assigned. Learn more about User Setup and Security here.
Review OCR Mappings Sidesheet
Field | Description | |
|---|---|---|
| File Name | File name of the document. |
| Submit Suggestions | Saves mapping corrections and informs the software to improve accuracy for future mapping. |
| Document window | Displays an interactive version of the document. Click and drag to draw boxes around items in the document and map them to fields. |
| Fields | Displays a list of fields along with the data that is currently mapped to each field. |
| Tables | Data that has been extracted from the document using a table. Tables can be used to extract rows of data from the document. Assign column headers to the correct data type and select the checkmarks in each cell to confirm that the data is correctly mapped. |
| Zoom | Zoom in or out to better view the document. |
| Show Grids | If selected, grid lines appear around data that was mapped using a table. |
| Add Table | Add a new table to extract data from the document. |
