Less retyping. More reviewing.
Invoices and quotes arrive with details someone has to check. Stelix's Docket workflow brings extracted information, project matching and review into the same place.
Quote QS-1042
Example Frame Supply
Riverside residences
| Description | Rate / unit | Terms |
|---|---|---|
| Framing installation | $85.00 / hour Excluding GST | Labour only |
| Site supervisor | $110.00 / hour Excluding GST | As required |
| Delivery | $240.00 / delivery Excluding GST | Site access required |
Ready for a human decision.
- Document type
- Supplier quote
- Supplier
- Example Frame Supply
- Project reference
- Riverside residences
- Pricing basis
- Schedule of rates
- Source
- Original quote attached
Review the source, check the project match and correct details before recording a decision.
From incoming document to project review.
With Docket configured, incoming invoice and quote information can be linked to a project, with uncertain details flagged for attention.
1. Bring in the details
Capture supplier, invoice or quote details, dates, line items and totals alongside source information.
2. Match the project
Use project references to connect the document to the job. Uncertain or unresolved matches can be flagged.
3. Review the exceptions
Check possible duplicates, overdue invoices and uncertain matches before deciding the next step.
Keep a person in the decision.
Extracted information needs judgement. Reviewers can correct document details, reassign the project and request a second approval.
Check what was read
Review supplier details, dates, amounts and line items. Amend extracted fields and add a note explaining the change.
Resolve what is uncertain
Check the project match and any duplicate warning. A second reviewer can record an endorsement or objection when another decision is needed.
See what the review is based on.
Document details sit alongside the available source email and attachment references, extraction confidence and matching flags.
In a demo, walk through invoice intake, a project match that needs attention and a reviewer correction. The setup conversation should cover your document sources and which workflows you want to use.