Invoice Processing document workflow

Documents are processed by Kofax AP Agility Invoice Processing in the following order.

In this basic document workflow, any documents that are successfully classified and extracted are exported immediately. Only those documents that fail validation are sent to the Validation activity user module. The Validation activity user can validate or reject a document. All validated documents are then exported. All rejected documents are sent for further processing.


Basic Invoice processing workflow

However, when line pairing is involved, the workflow changes. When documents do not require the Validation activity, or after they are successfully validated, the documents are sent for line pairing. Successful documents are exported, while documents with errors are sent to the Line Pairing Correction activity. The Line Pairing Correction activity user can fix these issues or reject a document. The corrected documents are exported while rejected documents are sent for further processing.

Workflow with line pairing

Kofax AP Agility does not have any out-of-the-box support for document separation. If document separation is required you can implement a custom solution using either the "IP Custom Before Extraction" process or a custom up-front process that is invoked before the document is sent to Invoice Processing. Any separation that happens at a later time, such as part of classification or extraction, leads to extraction errors.