When do invoices go to "Scan in review"
When an invoice image is uploaded, Nory AI extracts the information from each line and attempts to match it to the items configured in your account.
To protect data accuracy, we apply a validation mechanism to assess the quality of the scan. At a high level, we measure how many invoice line items were successfully matched to items in your account. If fewer than 80% of the total invoice lines are matched, the invoice is automatically flagged for review.
For example, if an invoice contains 10 items and only 7 are successfully matched, the match rate is 70%. In this case, the invoice will be sent for manual review to improve the matching accuracy.
We recognise that this review process can take time. To minimise delays, you can implement simple housekeeping steps to reduce mismatches and improve scan accuracy. Most importantly ensure that your item setup in Nory matches what your suppliers print on the invoices!
How does Nory match items from invoices to ones in your account?
For Nory’s invoice scanning flow to have a chance of working, items must be set up as they appear on the invoices via which they will be received.
The fields that need to be the same as on the invoices in inventory are:
Supplier Code
Supplier Specific Name
Nory Item Name
Units
Price Per Unit
Supplier Code
Supplier Code
Supplier codes are the first thing that Nory will use to try to match an invoiced item to an inventory item. Nory will only match to a supplier code if the code is an exact character match, meaning the inventory items code must be set up exactly as they have them in inventory:
E.g Where the item will match on the SKU code
The below codes are exactly the same, so the item will match based on the code and will not look at the item name at all to try to match
Supplier Specific Name
Supplier Specific Name
If Nory is unable to find a match based on the SKU code, then Nory will do a fuzzy match on the Supplier Specific Name (SSN), meaning it will look at the SSNs in inventory, and if there’s one that is ‘close enough’ it will match to this item and therefore to the case size that is set up.
Nory Item Name
Nory Item Name
If there is no fuzzy match on the SSN, then the final step is to try to match against the Item Name in Nory. If it manages to find a match against this, then the item that will be selected, and have the quantities and unit prices scanned mapped against, will be the default (top) item under that inventory item.