Review a document

Checking what beres read against the original document, and filling in what it couldn't match. This is the one step that needs a person.

Open the workspace

From Inbox, click any document under Needs review.

To review several at once — the faster way — go to Documents, tick the ones you want, and click Prepare for export. You get one workspace holding the whole batch.

What you're looking at

• Left — the document rail. Every document in this batch, each with a readiness pill.
• Middle — what beres read: supplier, document date, and the line grid.
• Right — the original document. Zoom in to read a smudged total or a handwritten quantity.

The point of the layout is that the original and the extraction sit side by side. Always check against the image, not against what looks plausible.

Reviewing a merged document

beres automatically detects when separate uploads belong to the same multi-page document and combines them. A merged document shows its page count above the original. Use the page controls or the left and right arrow keys to move through the originals while reviewing the combined entry.

If separate photos overlap and the same lines were counted twice, choose Re-read pages. This reads every page together and uses one extraction from your allowance. If beres joined unrelated pages, choose Unmerge pages to restore each one with its previous extraction. Both actions discard unsaved review edits.

See Correct an automatic page merge.

The readiness pill

Every document must be Ready before the batch can be exported.

Fix the supplier first

If the supplier is unmatched, choose it from the Choose supplier… picker. Start typing the name; the list is your own supplier master data.

If the supplier genuinely isn't in your list yet, add it in your accounting system first, then re-import or sync your master data (Import your master data). Inventing a code here will only fail on import.

Whatever you pick is remembered — the next document from the same supplier matches automatically.

Fix the lines

The line grid holds the description, quantity, rate, and amount beres read, plus the code your export target needs — an item code on SQL Account (eStream), or a GL account on ARAP and AutoCount.

• Amounts recalculate as Qty × Rate. Watch the reconciliation at the bottom: Sum of line amounts should match Document total (from doc). When they disagree you'll see "Doesn't match the line sum" — that usually means a quantity or rate was mis-read, so check those against the image rather than editing the total.
• Codes you have confirmed before are marked as such — the tooltip reads "Item code confirmed by you — using your saved mapping". Those you can trust.
• Use apply to group to set the same code across every matching line at once instead of one at a time.
• Next unfilled jumps to the next thing actually needing attention, skipping everything already resolved. On a large batch this is much faster than scrolling.

Changes save automatically. Watch for the Saving… / Saved indicator; there is no save button.

When a document is unusable

Junk, a blank page, a photo too blurred to read — don't force codes into it. Use Report invalid. Support reviews it and, if confirmed, credits it back so it doesn't count against your monthly allowance. See Report an invalid document.

When everything is Ready

Export the batch. See Export to your accounting system.

Why bother correcting rather than working around

Every code you confirm here is saved and reused. A supplier you match by hand today matches itself tomorrow; a confirmed unit price is later used to catch a mis-read rate on a different document. Reviewing thoroughly in the first weeks is what makes later weeks fast. See How beres learns.