Welcome to Help > Production > Verify invoices > Correct document separation

Correct document separation

This is step 2 in the document separation process. Step 1 is sending pages for re-separation.

To correct invoices that have been separated incorrectly:

  1. In Verify, open the Inbox and double-click the Uncertain separation folder.

    2. The list of batches that contain invoices marked for re-separation is displayed.

  2. Double-click the batch that you want to correct.

    Inspect view opens. Pages with uncertain separation are indicated with a warning icon, .

 Even though the process is basically the same, how to re-separate invoices depends partly on how they enter the system in the job.

    • Paper invoices are scanned.
    • Invoice images, such as PDFs, are either imported from a folder or captured from email using Collector.

Paper invoices are scanned

How invoice images appear and are handled in Inspect is different if front-page scanning versus double-sided scanning is used (see invoice sheets for more information).

The first invoice sheet in the batch is in focus when the batch opens.

  1. Adjust the invoices that need to be corrected. Press Ctrl+U or click on the Navigation tool ribbon to navigate to the first invoice with uncertain separation.
    • If one or more pages have been separated incorrectly and should belong to the same invoice:
      1. Click or navigate to the thumbnail that corresponds to the first page of the invoice that you want to correct.
      2. While holding down the Shift key, click the other pages in the batch that are part of the same invoice or press the right arrow key the appropriate number of times to add the remaining invoice sheets to the invoice.
        Note You can only join and separate consecutive invoice sheets (based on the order they were scanned).
      3. Press Ctrl+Enter, or click Create invoice from selection on the Current selection tab, to combine the selected thumbnails into one invoice.
    • If an invoice has been incorrectly joined with another invoice: Navigate to or click the single-page invoice and press Ctrl+Enter, or click Create invoice from selection on the Current selection tab.
    • An alternative way to work would be to navigate from left to right, one sheet at a time, within an incorrectly joined invoice. When the selection is on the first page of a new invoice, press the SPACE bar or click (Insert split before). Then the pages to the left of the current selection become a single invoice. Continue to the right one page at a time and repeat the process until the document separation for the current selection is complete.
  2. Repeat the process for any additional invoices in the batch with uncertain separation, if any.
  3. For the last remaining invoice that is separated correctly but still includes the warning icon, put any of the invoice's pages in focus and press Enter, or click in the Current selection tool ribbon, to approve the invoice.
  4. When there are no remaining invoice pages with warning icons and all invoices in the batch have been separated correctly, press Ctrl+S or click in the Quick Access toolbar to save and close the batch.
  5. Run the job again in Interpret to interpret the newly separated invoices. The invoices appear now under the job in Verify and are available for normal processing.

Invoice images are either imported from a folder or captured from email using ReadSoft Collector

When imported images, such as PDFs, contain multiple invoices, and the Verify operator marks one for re-separation, all of the invoice pages contained in that PDF are marked with the warning icon when the invoice is opened in Inspect the first time and need to be separated into individual invoices. Note that if the batch contains additional PDFs that contain multiple invoices, all of the pages for those PDFs are also visible in Inspect, but they will not have the warning icon (unless Re-separate was selected separately for them as well). However, you can still also correct document separation for them if needed.

  1. While holding down the Shift key, click the other pages in the batch that are part of the first invoice or press the right arrow key the appropriate number of times to select the remaining invoice pages for the invoice. Only consecutive images can be selected.
  2. Press Ctrl+Enter, or click Create invoice from selection on the Current selection tab, to combine the selected thumbnails into one invoice.


    Alternatively, working from left to right one page at a time, when the selection is on the first page of an invoice, press the SPACE bar or click (Insert split before) on the Current selection tab to make all pages to the left of the current selection a single invoice. Continue to the right one page at a time repeating the process until the entire invoice with uncertain separation has been separated correctly.

  3. Repeat steps three and four for the remaining invoices in the batch except for the last one.
  4. When the last remaining invoice is separated correctly but has warning icons on its pages, click one of the pages to put it in focus and press Enter, or click in the Current selection tool ribbon, to approve the invoice.
  5. When there are no remaining invoice pages with warning icons and all invoices in the batch have been separated correctly, press Ctrl+S or click in the Quick Access toolbar to save and close the batch.
  6. Reinterpret the image files. Note that the same job used to import the files cannot be used to reinterpret them. A new job must be created for that purpose.
Note Once new multi-invoice images are separated the first time as described here, if additional document separation needs to be done later, the description for paper invoices above can be used instead.