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Contents
- All categories
- Purchase Invoice Automation (PIA)
- Reprocessing Failed OCR Supplier Invoices
Reprocessing Failed OCR Supplier Invoices
Updated
by Caroline Buckland
Reprocessing Failed OCR Supplier Invoices
This Article aims to explain how to reprocess documents that have been recognised as Failed OCR Supplier Invoice, covering scenarios where the document is held in Smart Capture or Smart Workflow.
Scenario 1: Document Stuck in Smart Capture
When this applies
- The document is visible in Smart Capture (Data Verification or Reports > Batches).
- OCR has failed or captured incorrect/missing data.
Steps
- Open the relevant Batch
- Go to Smart Capture > Data Verification.
- Load the relevant batch containing the failed document.
- Correct or Reset Data
- Manually correct any incorrectly captured fields.
- If capture is unusable, clear the captured data.
- (Optional) Delete Training Data
- Right‑click the document on the left side.
- Select Training Data -> Delete training for this page or Delete training for this document if incorrect training is being applied.

- Submit the Batch
- Once data is correct, select Submit to send the document to Smart Workflow.
- Reprocess the Batch
- Right‑click the document overview (on the left).
- Select Reprocess batch.
- The document will be sent back through OCR and capture.
Scenario 2: Document Stuck in Smart Workflow (Failed OCR Supplier Invoice)
When this applies
- The document has moved into Smart Workflow.
- Document type is set to Failed OCR Supplier Invoice.
Steps
- Locate the Document
- Navigate to Search > Advanced Search
- Select the saved search filter All Companies all documents, then click search on the top right corner

- On the page with the returned results you can sort the Document Type Collum, this way you will have an organised list of documents based on their document type

- Open the document by double clicking on the transaction line or selecting Open from the menu displayed by clicking the 3 dots next to the picture icon on the left of the transaction line
- Update Document Type
- Open the Index tab.
- Change the document type from Failed OCR Supplier Invoice to Supplier Invoice.

- Correct Index Data
- Remove incorrect values using the delete (X) icon.
- Re‑enter missing or incorrect information (supplier, invoice number, date, totals, etc.).
- Save changes.
- Progress the Document
- Once corrected, set the status to Ready for Export.
- The document will proceed to export on the next scheduled run.
Key Notes
- Reprocessing resends the document through OCR and capture logic.
- Deleting training data should be used when the system consistently applies incorrect learning.
- User permissions may restrict some actions.