Sebastian de GoeijShort answer
Yes, Autoboeker can split a PDF containing several separate invoices: open the document in the booking screen, choose Split document and mark a segment per invoice. One invoice spanning several pages should not be split; keep it together with feedback and reprocess. A document in the wrong administration is moved with the two arrows in the booking screen.
Key takeaways
- Several invoices in one PDF: Split document, one booking per segment.
- One invoice over several pages: do not split, give feedback and reprocess.
- Wrong administration: move it with the two arrows, the AI makes a new proposal.
- Already processed in the ledger? Change or delete first, then move.
When do you split a document?
Split when one PDF contains several separate invoices, such as a scan of a stack of receipts. Do not split one invoice spanning several pages, such as a telecom invoice with specifications.
| Situation | What to do | Result |
|---|---|---|
| Several invoices in one PDF | Split document | One booking per invoice |
| One invoice over several pages | Feedback "This is one invoice over several pages", reprocess | One booking |
| Invoice plus payment proof in one e-mail via Connect | Nothing, Connect books only the invoice | No duplicate |
How do you split a PDF with several invoices?
You split in the booking screen; each segment is then recognised and processed as its own document.
- 1Open the document in the booking screen.
- 2Click Split document.
- 3Mark the pages that belong to each invoice.
- 4Confirm; each segment becomes its own booking.
- 5Review and process the proposals as usual.
How do you keep a multi-page invoice together?
State in the feedback field that it is one invoice and click Reprocess. If it recurs for the same supplier, add the instruction to the AI assistant of that administration.
How do you move a document to another administration?
If an invoice lands in the wrong administration, move it from the booking screen.
- 1Open the booking in the booking screen.
- 2Click the two arrows (move).
- 3Choose the right administration.
- 4Confirm; the document is now ready to process there.
What should you watch when moving?
Moving works for documents not yet in the ledger. If the booking was processed, change or delete it first. The AI makes a new proposal based on the target administration's chart of accounts, VAT codes and history.
FAQ
Questions about this topic.
Yes. Use Split document in the booking screen and mark a segment per invoice.
Give feedback that it is one invoice over several pages and reprocess. For a regular supplier, put it in the AI assistant.
Yes, with the two arrows in the booking screen.
Delete or change it first; then move and reprocess the document.
