Review and approval

Use the review step when a document needs a human check before Sifterra finishes creating the Business Central record. This usually happens when Sifterra is less confident about one or more values, or when a document could not be completed automatically.

In This Section

• Open and inspect a document explains how to open the review page and what you will see there.
• Correct fields and lines covers direct edits, confidence cues, and mapping creation during review.
• Approve, reject, and follow up explains what each final action does and what to confirm afterward.

The Short Version

The normal review flow is:

1. Open the document from the queue.
2. Compare the extracted values with the original file.
3. Correct any values that are wrong.
4. Mark recurring corrections for new field mappings when appropriate.
5. Approve the document if it is ready, or reject it if it should not continue.

What Review Is For

The review page exists so a user can confirm the extracted result before Sifterra creates or finishes the Business Central document.

This is most useful when:

• the queue status is Review Required
• confidence is low on important fields
• line values look incomplete or shifted
• document creation needs human confirmation before continuing

Related Topics

• Read Processing documents for the queue flow that leads into review.
• Read Expense receipts for the receipt-specific review page and approval rules.

Additional Notes

• The review page does not currently show the stored review reason, even though the queue keeps that information.
• Approving a document also tries to create the Business Central document, but that creation can still fail or be deferred.
• When Create Field Mapping is selected, Sifterra creates the mapping record during approval, but additional setup may still be needed before that mapping is fully useful in future processing.