Using Predictions

Accessing predictions

1. Open ExFlow Import Journal
2. Select a document
3. Click TruvioSense --> View predictions

Predictions are available when:

• The vendor is enabled for TruvioSense
• The document has been exported
• The vendor has 20+ historical invoices
• At least 24–48 hours have passed since the first export

The prediction window

Header section — Overall confidence score, vendor, invoice number, currency, net and VAT amounts.

Line items — Account codes, descriptions, quantities, unit costs, and amounts with per-line confidence scores.

Dimensions — Predicted values for up to 8 dimension codes (Department, Cost Center, Project, etc.).

Reviewing and applying

1. Scan the header — do vendor, invoice number, and amounts match the actual document?
2. Check line items — focus on low-confidence lines
3. Verify dimensions
4. Click Apply Prediction to transfer all values to the journal

After applying, you can still edit any field before approval.

Confidence scores

Score	Action
90–100%	Quick scan, apply
80–89%	Brief review, apply
70–79%	Careful review before applying
60–69%	Verify all details
Below 60%	Consider manual entry

Tips

• Process high-confidence invoices first for fastest throughput
• Batch invoices from the same vendor
• Your corrections improve future predictions automatically — no manual retraining needed

Vendor Management

Choosing vendors to enable

Good candidates	Poor candidates
10+ invoices/month	One-time purchases
Consistent coding patterns	Highly variable invoice types
6+ months of history	New vendors (< 3 months)
Complex multi-line invoices	Fewer than 5 invoices/year

Recommended rollout

1. Pilot (weeks 1–2): Enable 5–10 high-volume vendors. Monitor closely.
2. Expansion (weeks 3–6): Add 20–30 more vendors. Refine based on pilot results.
3. Full deployment (weeks 7–12): Enable all qualifying vendors. Train all users.

Monitoring

Check vendor cards regularly:

• Status — blank means normal; error messages need attention
• Document Images Sent — should grow over time (50+ = reliable predictions)

Common status messages:

Message	Action
(blank)	No action needed
Insufficient training data	Wait for more invoices or disable until more history exists
Service unavailable	Wait and retry; contact support if persistent
Authentication failed	Check credentials in setup

Improving poor predictions

1. Verify document count is 50+ for reliable results
2. Ensure historical coding was consistent
3. Continue coding correctly — the system learns from corrections
4. Allow 30–60 days for improvement