The Written to SoR sub‑tab displays documents that have been finalized and written to the System of Record (SoR). This includes invoices, credit memos, and any other supported document types. This list serves as your audit trail and confirms that document data has been successfully transferred to your ERP or accounting system. Users can view details, confirm processing status, and export records as needed. Only invoice‑classified records appear here; documents classified as Other cannot be written to SoR.
Figure 1. Written to SoR Sub-Tab – Finalized Invoice Records Table
Table 1. Written to SoR Tab – Invoice Record Fields
| Field Name | Description | Default Value |
|---|---|---|
| Vendor Name | The supplier’s name, as extracted from the invoice document. | (Extracted value or user entry) |
| Doc Classification | Indicates document type (e.g., Invoice or Other). Displays a document icon for document records. If Doc classification set to Other, invoice extraction is skipped and header/line fields are empty. Such records cannot be written to SoR. | Invoice |
| Confidence Level | System’s assessment of extraction accuracy: High, Medium, or Low. | Low (in sample view) |
| Vendor Status | Whether the vendor is matched/enrolled in the system (Known/Unknown). | Known |
| Invoice Number | Unique identifier of the invoice as provided by the supplier. | (Extracted value) |
| Date | Invoice date as provided by the supplier. | (Extracted value) |
| Attachment Name | Name of the attached PDF or file. | (Extracted value) |
| Currency | Currency type extracted from the invoice. | USD |
| Total Amount | Total amount stated in the invoice. | (Extracted value) |
| Net Total | Net Total = Total Amount + Taxes | (Extracted/calculated value) |
| PO | Purchase Order number, if present. | (Extracted value) |
| Received Date | Date when the invoice was received by the system. | (System generated) |
| Status | Document processing status (e.g., Record updated). | Record updated |
| Written By | Name of the user who wrote the record to the System of Record. | (System/user value) |
| Written Date | Date the record was written to the System of Record. | (System generated) |