Reviewing document detail and line items

How detail view is structured, which accounting and payment fields matter, and how operators correct OCR output.

Client reviewers, approval users, payment officers 7 min read

The detail page is a working surface, not a read-only preview

The document detail screen exposes item details, amount blocks, payment blocks, and line items in one page. It also shows reject reasons, approval states, file metadata, and business-linked references.

Line items are connected to chart of accounts

The detail API fetches `line_items` together with linked `account_id` records. This makes document review part of the accounting pipeline rather than only an OCR correction task.

Reject handling is standardized

The UI includes predefined reject reasons such as low image quality, cropped files, unreadable text, missing data, duplicates, and wrong uploads.

That list is worth documenting because it shapes how operators classify quality issues and rework requests.

Related

Continue with adjacent workflows