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Document Management

Processing

AI/OCR field extraction, manual correction, and duplicate detection

After a document is uploaded, it enters the Processing stage where field data is extracted automatically.

AI/OCR Extraction

Acadsys uses a combination of OCR (Optical Character Recognition) and AI vision models to extract key fields from uploaded documents:

FieldDescription
SupplierMatched against the supplier directory by name or IČO
Invoice NumberExtracted from the document header
Issue DateDate the document was issued
Due DatePayment due date
Total AmountGross total including VAT
VAT AmountTotal VAT amount
Net AmountAmount before VAT
VAT RateApplied VAT percentage
Payment MethodBank transfer, cash, etc.
IBANBank account number for payment

For XML imports (Pohoda, Superfaktura, etc.), fields are read directly from the structured data without OCR.

Manual Field Correction

After extraction, review the pre-filled fields in the document detail form:

  1. Open the document from the upload queue or document list.
  2. Check each extracted field. Fields with low confidence are highlighted in yellow.
  3. Correct any errors by clicking the field and typing the correct value.
  4. Match the Supplier field — if the supplier is not found automatically, search by name or IČO.
  5. Assign a GL Group and Cost Centre for accounting.
  6. Click Submit for Approval when all fields are correct.

Duplicate Detection

Acadsys automatically checks for duplicate documents based on:

  • Same supplier + same invoice number
  • Same supplier + same amount + same date (fuzzy match)

If a potential duplicate is detected, a warning banner appears at the top of the document form. Review the linked duplicate and decide whether to:

  • Continue — confirm this is a different document
  • Discard — delete the current upload as a duplicate

Returning to Processing

If a document is rejected by an approver and returned for correction, it re-enters the processing stage. Update the fields as requested in the rejection comment, then re-submit.

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