Correct fields and lines

Once you find a problem, you can correct it directly on the review page.

Correct Header Fields

For header fields, type over the extracted value in the appropriate value column.

Common examples include:

• dates
• document numbers
• totals
• vendor or customer details

Correct Detail Lines

For detail lines, update the value directly in the line grid.

This is useful when:

• an amount landed in the wrong column
• a description was split badly
• one line needs correction but the rest of the document is usable

What Happens When You Edit

When you change a value, Sifterra:

• marks it as user-corrected
• records who changed it and when
• uses the corrected value during approval and document creation

Your corrections are saved as you make them.

Create A Field Mapping While Reviewing

If you see a field that should be recognized the same way on future documents, turn on Create Field Mapping for that row before approval.

When you approve the document, Sifterra creates a new mapping record for each selected field if one does not already exist. This helps reduce repeat corrections on similar documents later.

When To Use Mapping Creation

Create a mapping during review when:

• the same field is likely to appear again on similar documents
• the extracted value is correct, but the system does not consistently know where it belongs
• you want to reduce repeated manual correction on the same document layout

Do not assume the new mapping is fully ready without follow-up. Some mappings may still need an administrator or setup owner to finish the related Business Central field setup.