Data Quality Notifications

Understand and manage invoice data quality alerts
Back to Invoices
Overview

The Data Quality Notifications feature automatically checks your invoices for missing or low-confidence data and alerts you to potential issues.

When you upload an invoice, our AI-powered OCR system extracts data from the document. The notification system then validates this data to identify:

  • Missing required fields - Essential fields like Invoice Total and Invoice Date
  • Missing recommended fields - Important fields like Vendor Name and Tax ID
  • Low confidence extractions - Fields the AI is uncertain about
Notification Badges

Notification badges appear throughout the application to give you instant visibility into data quality:

All Validated

No issues found. All fields have been extracted successfully.

3
Warnings

Missing optional fields or low confidence values that may need review.

2
Critical

Missing required fields that are essential for processing.

Severity Levels
Severity Description Examples
Critical Required fields essential for invoice processing. Missing critical fields may prevent proper payment processing or accounting.
  • Invoice Total missing
  • Invoice Date missing
  • Customer Tax ID missing
Warning Important fields that improve data quality but may not block processing.
  • Vendor Name missing
  • Subtotal missing
  • Total Tax missing
Info Fields with low confidence scores that may need manual verification.
  • Vendor Name confidence below 70%
  • Invoice Total confidence below 80%
Resolving Notifications
Option 1: Fix the Data
  1. Click View to open the invoice detail page
  2. Click Edit Invoice to open the editor
  3. Add or correct the missing/incorrect field
  4. Save your changes

The notification will automatically update when you fix the data.

Option 2: Mark as Resolved

If the notification is a false positive or you've verified the data:

  1. Click on the notification badge to open details
  2. Click Resolve next to individual items, or
  3. Click Resolve All to dismiss all notifications

Toggle "Show resolved" to view previously resolved notifications.

Validated Fields
Critical Fields (Required)
CustomerTaxIdCustomer's tax identification number
InvoiceDateDate the invoice was issued
InvoiceTotalTotal amount due
Important Fields (Recommended)
VendorNameName of the vendor/supplier
InvoiceIdInvoice reference number
SubTotalSubtotal before tax
TotalTaxTotal tax amount
Frequently Asked Questions

When the notification feature is enabled, it scans all existing invoices to identify potential issues. This helps ensure your entire invoice library meets quality standards.

Yes! When you edit an invoice and save your changes, the notification system automatically re-validates the data. If the issue is resolved, the notification will be cleared.

This can happen if:
  • The OCR system couldn't extract the field from the document
  • The field is in an unusual location or format
  • The document quality affected extraction
You can manually add the field using the invoice editor.

Confidence scores are provided by the AI extraction system and indicate how certain the AI is about the extracted value. Lower confidence may occur with handwritten text, poor image quality, unusual fonts, or overlapping text.
Tips for Better Data Quality
  • Upload clear, high-resolution documents - Better image quality leads to more accurate extraction
  • Use standard invoice formats - Invoices with clear layouts are easier to process
  • Review low-confidence fields - Check fields with warnings to ensure accuracy
  • Keep your data up to date - Regularly review and resolve notifications
  • Add missing required fields - Use the invoice editor to add fields the AI couldn't extract