Invoice categorization
InvoSort can prepare a category as part of a received-invoice record. Compare that first pass with the original document, edit the category when your operational classification should be different, and keep professional tax and accounting decisions outside the software.
Illustrative category review
Compare the record with the original file.
Edit CategoryExample content. Categories should reflect your own reviewed workflow.
One field, one clear role
These fields can sit beside one another in the same record, but they answer different questions. Keeping their roles clear prevents a category from sounding like an approval or tax decision.
Category review
Invoice layouts vary, and a business classification still needs context. The useful workflow keeps the first pass easy to check and makes the supported correction explicit.
Processing can place a category value beside practical fields such as vendor, invoice date, amount, and type when the document supports them.
Compare the category and important invoice values with the submitted file instead of treating extraction as a final accounting decision.
Use the Edit Category action in the recent-invoices table when a different operational classification fits the record better.
For the intake and extraction work that precedes this review, visit invoice processing.
Category context
Completed records can contribute to the dashboard's all-time top categories and current-month category breakdown. Those summaries help show where recorded spend is grouped; they are not a vendor or category search control.
Contractor example
A contractor may choose internal labels for materials, equipment, or subcontracted services, then verify each prepared category against the supplier invoice. Those labels support organization; they do not decide a tax deduction or accounting entry.
See the contractor invoice-scanning workflowQuestions
Straight answers about how InvoSort handles received invoice documents and where human review still matters.
Invoice processing can prepare a first-pass category value as part of the record. The result depends on the document and extraction output, so the category should be reviewed rather than treated as automatically final.
Yes. The recent-invoices table provides an Edit Category action. After the change is saved, the updated category appears on the invoice record and can contribute to category-based spend views.
No. The current dashboard exposes category editing, but it does not provide general editing controls for every extracted field. Check those fields against the original file before relying on them.
No. Category and document type are separate record fields. Document type describes what kind of document was received, while category can be used as an operational business classification.
No. InvoSort prepares invoice records for review; it does not determine deductions, tax treatment, bookkeeping entries, or professional accounting decisions.
Explore the workflow
Each page covers a distinct part of received-invoice intake, processing, review, and organization.
See how category fits beside vendor, date, amount, source, status, and the submitted invoice file.
Read moreUnderstand which intake and extraction steps can be automated and which decisions still require review.
Read moreKeep the original invoice available when a prepared category or another extracted value needs verification.
Read moreSubmit a supported invoice, compare the prepared record with its source file, and use the dashboard's category edit when your operational classification should be different.