Enhancements to Invoice Parse AI: A Recap of Last Week’s Developments

July 2024 Updates

Last week was productive for the Invoice Parse AI team as we rolled out several key enhancements to improve the user experience and functionality of our platform. Here’s a detailed overview of what’s new.

1. Improved User Upload Tracking

We have revamped the user upload tracking system to provide more detailed insights into each upload. The list_parses page now displays crucial details such as the Vendor Name and Invoice Total for each uploaded invoice. This change helps users quickly identify and manage their parsed invoices.

2. Enhanced File Management

To ensure better file management, we introduced new buttons:

• View Result: Only appears if a JSON response is available for the upload, ensuring users do not encounter empty data views.
• View Original File: Now dynamically checks for the existence of both the process_id and filename_id before showing, preventing broken links.

3. Delete Functionality

A highly requested feature, users can now delete specific upload data directly from the list_parses page. This action not only removes the database records but also deletes the corresponding file from the Azure Blob Storage. Additionally, the system calls an API to delete the file securely:

Next release will include the DELETE function to the user API.

This ensures that the deletion process is thorough and comprehensive.

4. Error Handling and User Feedback

We enhanced our error handling mechanisms to provide clearer feedback to users. When actions fail (such as viewing a result or deleting a file), users will see specific error messages guiding them on the next steps. This helps in maintaining transparency and user trust.

5. Session Management

We optimized the session management for better performance and reliability. After successfully parsing an invoice, the data is stored in the session for seamless access during the user session. If the session data is unavailable or outdated, users are redirected appropriately with an error message.

6. Embedded File Viewer

To provide a seamless viewing experience, we integrated an embedded file viewer. Now, instead of downloading files, users can view them directly within the browser, enhancing convenience and accessibility.

How to Use the New Features

1. Track Uploads: Navigate to the list_parses page to see detailed information about your invoice uploads.
2. Manage Files: Use the View Result and View Original File buttons to access parsed data and original files, respectively.
3. Delete Data: Remove any unwanted uploads with the Delete button, ensuring your workspace remains clean and organized.

What’s Next?

We are constantly working to improve Invoice Parse AI. Upcoming features include advanced data analytics, more robust error recovery mechanisms, and additional integrations with third-party tools. Stay tuned for more updates!

We value your feedback! Let us know how these enhancements are improving your workflow and any additional features you’d like to see.

Stay productive and happy parsing!

The Invoice Parse AI Team

For more information, visit our Invoice Parse AI Blog.