AI Invoice Scanning for COR Contractors

The AI Invoice Scanning feature helps Contractor Of Record contractors ensure their invoices meet all requirements before submission. This tool checks uploaded invoices for required details.

How It Works

Uploading and Checking Your Invoice

When uploading your invoice, you can use the "Check invoice for required details" button to verify details. The system will check if:

• All required fields from the requirements list are present on the invoice
• The details on your uploaded third-party invoice match what you've entered in the manual fields

Understanding the Results

After clicking "Check invoice for required details" you'll receive one of two outcomes:

Issues Found

• The system will tell you how many issues need to be fixed (for example: "4 issues that need to fix")
• Issues can be either:
  • Mismatches between manual fields and invoice details
  • Missing required data on the invoice
    

Invoice is Compliant

• All required fields are present
• Information is matching
• The system displays green confirmation stating "invoice is compliant, there is no information missing"
  

Fixing Issues

When issues are detected, you have two options:

1. Fix the problems:
   • Edit the manual fields if there's a mismatch
   • Regenerate the third-party invoice to add missing data
   • Re-scan the invoice after making corrections
2. Ignore errors and proceed:
   • The system allows you to ignore the errors and submit anyway
   • You'll receive a warning that invoices might not be compliant and may be rejected
   • The submission flow is not blocked

Frequently Asked Questions

Is scanning mandatory? 

• Yes. Every uploaded invoice PDF will need to be scanned. Contractors must go through the scan step before submitting.
• If issues are found, contractors must check the acknowledgment box to proceed. They can still choose to ignore the warnings and submit, but doing so carries a high risk of rejection by Remote’s Accounts Payable team, which may delay payment.

Does “green” mean the invoice will be auto-approved? 

No. The scan is advisory only. Remote Accounts Payable team still reviews invoices and may reject if requirements aren’t met.

Why do I need to both enter details in the form and upload a PDF? 

The form ensures Remote has structured data for processing and payments. The PDF is your actual invoice file. The scan helps confirm the PDF matches requirements.